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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 | $19,291 | $99,957-80.7% | $149,745-87.1% | $73,497-73.8% |
| Participation rate | 88.6% | 75.7%+12.9pp | 82.5%+6.1pp | 70.7%+17.9pp |
| Annual return | 24.75% | 53.87%-29.1pp | 276.72%-252.0pp | 28.51%-3.8pp |
| Employer contribution / active EE | $1,683 | $3,191-47.2% | $4,646-63.8% | $2,270-25.8% |
| Participant deferral / active EE | $4,148 | $6,073-31.7% | $6,843-39.4% | $3,740+10.9% |
| Admin fee / account holder | $1,313 | $551+138.3% | $9,312-85.9% | $513+155.8% |