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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 | $11,719 | $47,977-75.6% | $154,111-92.4% | $56,287-79.2% |
| Participation rate | 92.2% | 66.2%+26.1pp | 83.0%+9.2pp | 69.9%+22.4pp |
| Annual return | -5.70% | 3.54%-9.2pp | 735.18%-740.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,267 | $2,169-41.6% | $5,298-76.1% | $2,111-40.0% |
| Participant deferral / active EE | $1,858 | $2,392-22.3% | $5,081-63.4% | $3,350-44.5% |
| Admin fee / account holder | $941 | $438+114.8% | $13,411-93.0% | $521+80.7% |