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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 | $3,685 | $49,896-92.6% | $80,627-95.4% | $75,173-95.1% |
| Participation rate | 79.5% | 55.3%+24.2pp | 67.0%+12.5pp | 67.2%+12.3pp |
| Annual return | 46.16% | 34.67%+11.5pp | 936.76%-890.6pp | 160.72%-114.6pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,670 | $2,992-44.2% | $4,443-62.4% | $4,126-59.5% |
| Admin fee / account holder | $910 | $3,578-74.6% | $5,381-83.1% | $5,651-83.9% |