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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 | $74,527 | $86,949-14.3% | $102,460-27.3% | $80,959-7.9% |
| Participation rate | 98.4% | 72.4%+26.0pp | 76.5%+21.9pp | 67.7%+30.7pp |
| Annual return | 137.06% | 18.89%+118.2pp | 29.47%+107.6pp | 35.67%+101.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,706 | $4,121+159.8% | $5,056+111.7% | $4,300+149.0% |
| Admin fee / account holder | $16,550 | $8,048+105.7% | $9,460+74.9% | $6,925+139.0% |