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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 | $101,539-34.8% | $147,041-55.0% | $74,400-11.0% |
| Participation rate | 75.2% | 75.5%-0.3pp | 82.2%-7.0pp | 67.2%+8.0pp |
| Annual return | 214.59% | 8740.84%-8526.3pp | 419.21%-204.6pp | 1367.51%-1152.9pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $11,375 | $7,304+55.7% | $8,071+40.9% | $4,348+161.6% |
| Admin fee / account holder | $7,569 | $1,749+332.7% | $13,006-41.8% | $1,944+289.4% |