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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 | $21,171 | $83,369-74.6% | $105,223-79.9% | $67,986-68.9% |
| Participation rate | 75.6% | 56.3%+19.3pp | 75.0%+0.6pp | 57.2%+18.4pp |
| Annual return | 15.81% | 24.64%-8.8pp | 180.65%-164.8pp | 31.67%-15.9pp |
| Employer contribution / active EE | $8,403 | $2,541+230.7% | $3,689+127.8% | $2,019+316.2% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $7,457 | $4,073+83.1% | $8,859-15.8% | $3,203+132.8% |