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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 | $82,051 | $101,672-19.3% | $147,117-44.2% | $74,478+10.2% |
| Participation rate | 91.1% | 75.5%+15.5pp | 82.2%+8.9pp | 67.2%+23.9pp |
| Annual return | 446.25% | 8757.83%-8311.6pp | 420.54%+25.7pp | 1370.56%-924.3pp |
| Employer contribution / active EE | $2,189 | $3,813-42.6% | $4,932-55.6% | $2,626-16.6% |
| Participant deferral / active EE | $9,539 | $7,305+30.6% | $8,065+18.3% | $4,350+119.3% |
| Admin fee / account holder | $29,954 | $1,753+1608.6% | $12,993+130.5% | $1,946+1439.4% |