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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 | $12,743 | $91,536-86.1% | $130,062-90.2% | $75,177-83.1% |
| Participation rate | 77.5% | 71.5%+6.0pp | 78.5%-1.0pp | 67.2%+10.3pp |
| Annual return | 20.25% | -631.62%+651.9pp | -137.37%+157.6pp | 160.75%-140.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,588 | $4,343-40.4% | $5,821-55.5% | $4,126-37.3% |
| Admin fee / account holder | $553 | $6,780-91.8% | $10,601-94.8% | $5,651-90.2% |