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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 | $3,083 | $74,661-95.9% | $160,784-98.1% | $67,986-95.5% |
| Participation rate | 73.1% | 57.1%+15.9pp | 77.0%-3.9pp | 57.2%+15.9pp |
| Annual return | 47.61% | 28.83%+18.8pp | 1803.92%-1756.3pp | 31.67%+15.9pp |
| Employer contribution / active EE | $1,221 | $1,829-33.2% | $3,733-67.3% | $2,019-39.5% |
| Participant deferral / active EE | $1,818 | $3,681-50.6% | $6,293-71.1% | $3,358-45.9% |
| Admin fee / account holder | $413 | $3,959-89.6% | $9,717-95.7% | $3,203-87.1% |