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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 | $88,360-30.0% | $145,433-57.5% | $67,986-9.1% |
| Participation rate | 84.8% | 65.5%+19.3pp | 82.1%+2.7pp | 57.2%+27.6pp |
| Annual return | 257.09% | 63.15%+193.9pp | 66.58%+190.5pp | 31.67%+225.4pp |
| Employer contribution / active EE | $3,740 | $3,054+22.5% | $4,554-17.9% | $2,019+85.3% |
| Participant deferral / active EE | $8,833 | $5,932+48.9% | $7,897+11.8% | $3,358+163.0% |
| Admin fee / account holder | $6,227 | $3,313+87.9% | $13,129-52.6% | $3,203+94.4% |