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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 | $66,200 | $101,672-34.9% | $147,117-55.0% | $74,478-11.1% |
| Participation rate | 75.2% | 75.5%-0.3pp | 82.2%-7.0pp | 67.2%+8.0pp |
| Annual return | 214.59% | 8757.83%-8543.2pp | 420.54%-206.0pp | 1370.56%-1156.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,375 | $7,305+55.7% | $8,065+41.0% | $4,350+161.5% |
| Admin fee / account holder | $7,569 | $1,753+331.7% | $12,993-41.7% | $1,946+289.0% |