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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 | $101,499-19.2% | $147,005-44.2% | $74,546+10.1% |
| Participation rate | 91.1% | 75.5%+15.6pp | 82.2%+8.9pp | 67.2%+23.9pp |
| Annual return | 446.25% | 8732.34%-8286.1pp | 418.76%+27.5pp | 1366.03%-919.8pp |
| Employer contribution / active EE | $2,189 | $3,811-42.6% | $4,934-55.6% | $2,624-16.6% |
| Participant deferral / active EE | $9,539 | $7,304+30.6% | $8,070+18.2% | $4,347+119.4% |
| Admin fee / account holder | $29,954 | $1,748+1613.7% | $13,006+130.3% | $1,944+1441.2% |