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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 | $19,646-81.7% | $71,585-95.0% | $64,097-94.4% |
| Participation rate | 72.0% | 64.7%+7.3pp | 68.2%+3.8pp | 55.2%+16.8pp |
| Annual return | 482.68% | 36.81%+445.9pp | 59.26%+423.4pp | 34.64%+448.0pp |
| Employer contribution / active EE | $764 | $713+7.1% | $1,669-54.2% | $1,891-59.6% |
| Participant deferral / active EE | $938 | $1,665-43.6% | $2,923-67.9% | $3,080-69.5% |
| Admin fee / account holder | $1,525 | $1,850-17.6% | $4,712-67.6% | $3,454-55.9% |