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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 | $20,587 | $79,867-74.2% | $120,344-82.9% | $64,340-68.0% |
| Participation rate | 84.6% | 63.0%+21.6pp | 76.7%+7.9pp | 55.2%+29.4pp |
| Annual return | 132.59% | 21.10%+111.5pp | 20.30%+112.3pp | 24.14%+108.4pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $7,296 | $3,593+103.0% | $5,135+42.1% | $2,980+144.8% |
| Admin fee / account holder | $550 | $5,039-89.1% | $12,742-95.7% | $3,703-85.2% |