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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 | $86,938-14.3% | $102,423-27.2% | $80,925-7.9% |
| Participation rate | 98.4% | 72.4%+26.0pp | 76.5%+21.9pp | 67.7%+30.8pp |
| Annual return | 137.06% | 18.89%+118.2pp | 29.42%+107.6pp | 35.65%+101.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,706 | $4,120+159.8% | $5,054+111.8% | $4,299+149.1% |
| Admin fee / account holder | $16,550 | $8,053+105.5% | $9,455+75.0% | $6,940+138.5% |