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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 | $19,659 | $98,766-80.1% | $149,730-86.9% | $79,852-75.4% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.5%+6.1pp | 69.6%+19.0pp |
| Annual return | 14.51% | 27.43%-12.9pp | 276.70%-262.2pp | 31.72%-17.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,831 | $5,681-32.6% | $6,843-44.0% | $3,740+2.4% |
| Admin fee / account holder | $2,561 | $6,052-57.7% | $9,310-72.5% | $5,306-51.7% |