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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 | $12,905 | $74,661-82.7% | $160,784-92.0% | $67,986-81.0% |
| Participation rate | 89.5% | 57.1%+32.4pp | 77.0%+12.6pp | 57.2%+32.3pp |
| Annual return | 25.91% | 28.83%-2.9pp | 1803.92%-1778.0pp | 31.67%-5.8pp |
| Employer contribution / active EE | $2,613 | $1,829+42.9% | $3,733-30.0% | $2,019+29.4% |
| Participant deferral / active EE | $3,605 | $3,681-2.1% | $6,293-42.7% | $3,358+7.3% |
| Admin fee / account holder | $859 | $3,959-78.3% | $9,717-91.2% | $3,203-73.2% |