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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 | $20,123 | $58,895-65.8% | $178,503-88.7% | $73,497-72.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 73.35% | 24.86%+48.5pp | 151.12%-77.8pp | 28.51%+44.8pp |
| Employer contribution / active EE | $838 | $2,236-62.5% | $5,011-83.3% | $2,270-63.1% |
| Participant deferral / active EE | $1,755 | $2,567-31.6% | $5,202-66.3% | $3,740-53.1% |
| Admin fee / account holder | $1,284 | $400+220.7% | $13,987-90.8% | $513+150.3% |