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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 | $60,500 | $102,429-40.9% | $147,096-58.9% | $80,925-25.2% |
| Participation rate | 86.4% | 75.9%+10.6pp | 82.2%+4.2pp | 67.7%+18.8pp |
| Annual return | 14.91% | 135.02%-120.1pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $4,140 | $3,716+11.4% | $4,936-16.1% | $2,756+50.2% |
| Participant deferral / active EE | $10,234 | $6,649+53.9% | $8,071+26.8% | $4,299+138.1% |
| Admin fee / account holder | $5,376 | $7,957-32.4% | $13,005-58.7% | $6,940-22.5% |