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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,344 | $49,199-20.0% | $121,204-67.5% | $75,173-47.7% |
| Participation rate | 77.9% | 55.4%+22.5pp | 69.5%+8.4pp | 67.2%+10.7pp |
| Annual return | 13.29% | 56.04%-42.8pp | 987.18%-973.9pp | 160.72%-147.4pp |
| Employer contribution / active EE | $399 | $1,547-74.2% | $4,170-90.4% | $2,671-85.1% |
| Participant deferral / active EE | $2,446 | $2,630-7.0% | $4,083-40.1% | $4,126-40.7% |
| Admin fee / account holder | $573 | $3,946-85.5% | $5,651-89.9% | $5,651-89.9% |