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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 | $16,376 | $65,092-74.8% | $143,799-88.6% | $66,938-75.5% |
| Participation rate | 89.9% | 65.2%+24.6pp | 80.3%+9.5pp | 69.8%+20.0pp |
| Annual return | 117.61% | -11.14%+128.7pp | -0.04%+117.7pp | 1.58%+116.0pp |
| Employer contribution / active EE | $3,823 | $2,362+61.9% | $4,952-22.8% | $2,545+50.2% |
| Participant deferral / active EE | $6,383 | $2,920+118.6% | $5,638+13.2% | $4,238+50.6% |
| Admin fee / account holder | $910 | $502+81.1% | $14,677-93.8% | $594+53.3% |