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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 | $15,314 | $47,105-67.5% | $68,368-77.6% | $67,986-77.5% |
| Participation rate | 70.2% | 51.8%+18.5pp | 73.8%-3.5pp | 57.2%+13.0pp |
| Annual return | 91.70% | 48.37%+43.3pp | 292.57%-200.9pp | 31.67%+60.0pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,638 | $2,374-31.0% | $4,123-60.3% | $3,358-51.2% |
| Admin fee / account holder | $3,715 | $2,435+52.6% | $5,150-27.9% | $3,203+16.0% |