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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 | $3,590 | $16,790-78.6% | $64,489-94.4% | $67,986-94.7% |
| Participation rate | 72.0% | 62.4%+9.6pp | 67.7%+4.3pp | 57.2%+14.8pp |
| Annual return | 482.68% | 30.55%+452.1pp | 55.03%+427.7pp | 31.67%+451.0pp |
| Employer contribution / active EE | $764 | $648+18.0% | $1,523-49.8% | $2,019-62.2% |
| Participant deferral / active EE | $938 | $1,510-37.9% | $2,778-66.2% | $3,358-72.1% |
| Admin fee / account holder | $1,525 | $1,690-9.8% | $4,260-64.2% | $3,203-52.4% |