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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 | $43,383 | $101,653-57.3% | $147,080-70.5% | $74,459-41.7% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.2%+14.2pp | 67.2%+29.2pp |
| Annual return | 113.02% | 8754.98%-8642.0pp | 420.17%-307.1pp | 1369.70%-1256.7pp |
| Employer contribution / active EE | $4,811 | $3,813+26.2% | $4,933-2.5% | $2,626+83.2% |
| Participant deferral / active EE | $8,306 | $7,304+13.7% | $8,066+3.0% | $4,350+91.0% |
| Admin fee / account holder | $1,013 | $1,752-42.2% | $12,989-92.2% | $1,945-47.9% |