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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 | $88,701 | $101,539-12.6% | $147,041-39.7% | $74,400+19.2% |
| Participation rate | 75.2% | 75.5%-0.3pp | 82.2%-6.9pp | 67.2%+8.0pp |
| Annual return | 243.86% | 8740.84%-8497.0pp | 419.21%-175.4pp | 1367.51%-1123.7pp |
| Employer contribution / active EE | $1,779 | $3,811-53.3% | $4,935-64.0% | $2,624-32.2% |
| Participant deferral / active EE | $3,701 | $7,304-49.3% | $8,071-54.1% | $4,348-14.9% |
| Admin fee / account holder | $4,711 | $1,749+169.3% | $13,006-63.8% | $1,944+142.4% |