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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,263 | $54,690-84.9% | $76,030-89.1% | $74,478-88.9% |
| Participation rate | 82.2% | 60.3%+21.9pp | 69.1%+13.2pp | 67.2%+15.0pp |
| Annual return | 14.78% | 31.92%-17.1pp | 361.54%-346.8pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $1,058 | $1,781-40.6% | $2,688-60.6% | $2,626-59.7% |
| Participant deferral / active EE | $1,678 | $3,070-45.3% | $4,257-60.6% | $4,350-61.4% |
| Admin fee / account holder | $607 | $2,240-72.9% | $6,421-90.6% | $1,946-68.8% |