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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 | $55,002 | $101,672-45.9% | $147,117-62.6% | $74,478-26.2% |
| Participation rate | 84.3% | 75.5%+8.7pp | 82.2%+2.1pp | 67.2%+17.0pp |
| Annual return | 36.17% | 8757.83%-8721.7pp | 420.54%-384.4pp | 1370.56%-1334.4pp |
| Employer contribution / active EE | $3,695 | $3,813-3.1% | $4,932-25.1% | $2,626+40.7% |
| Participant deferral / active EE | $6,356 | $7,305-13.0% | $8,065-21.2% | $4,350+46.1% |
| Admin fee / account holder | $1,001 | $1,753-42.9% | $12,993-92.3% | $1,946-48.6% |