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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 | $49,360 | $73,404-32.8% | $87,103-43.3% | $67,582-27.0% |
| Participation rate | 79.9% | 80.9%-1.0pp | 76.9%+3.0pp | 71.3%+8.6pp |
| Annual return | 142.05% | 48.29%+93.8pp | 28.19%+113.9pp | 378.57%-236.5pp |
| Employer contribution / active EE | $3,834 | $2,014+90.4% | $2,521+52.1% | $2,148+78.5% |
| Participant deferral / active EE | $8,081 | $3,913+106.5% | $4,049+99.6% | $3,539+128.3% |
| Admin fee / account holder | $696 | $142+391.5% | $7,491-90.7% | $142+389.1% |