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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 | $23,860 | $52,353-54.4% | $120,225-80.2% | $82,448-71.1% |
| Participation rate | 81.8% | 58.3%+23.5pp | 69.6%+12.2pp | 68.1%+13.8pp |
| Annual return | 13.27% | 61.85%-48.6pp | 439.23%-426.0pp | 41.64%-28.4pp |
| Employer contribution / active EE | $3,579 | $1,510+137.0% | $3,475+3.0% | $2,551+40.3% |
| Participant deferral / active EE | $4,039 | $2,627+53.7% | $3,999+1.0% | $4,139-2.4% |
| Admin fee / account holder | $3,516 | $4,363-19.4% | $5,696-38.3% | $7,234-51.4% |