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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,827 | $75,058-17.6% | $152,301-59.4% | $64,340-3.9% |
| Participation rate | 84.8% | 60.9%+23.9pp | 82.4%+2.4pp | 55.2%+29.6pp |
| Annual return | 257.09% | 29.93%+227.2pp | 80.50%+176.6pp | 24.14%+232.9pp |
| Employer contribution / active EE | $3,740 | $2,605+43.6% | $4,624-19.1% | $1,862+100.9% |
| Participant deferral / active EE | $8,833 | $5,041+75.2% | $8,004+10.4% | $2,980+196.4% |
| Admin fee / account holder | $6,227 | $4,050+53.7% | $14,398-56.8% | $3,703+68.2% |