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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 | $19,923 | $70,430-71.7% | $96,572-79.4% | $85,851-76.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.78% | 18.58%-5.8pp | 37.79%-25.0pp | 318.63%-305.9pp |
| Employer contribution / active EE | $2,059 | $1,413+45.7% | $2,357-12.7% | $2,565-19.7% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,566 | $4,996-68.7% | $6,183-74.7% | $6,261-75.0% |