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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 | $81,334-74.7% | $113,397-81.8% | $64,097-67.9% |
| Participation rate | 84.6% | 65.6%+19.0pp | 76.5%+8.1pp | 55.2%+29.4pp |
| Annual return | 132.59% | 32.50%+100.1pp | 23.20%+109.4pp | 34.64%+97.9pp |
| Employer contribution / active EE | $0 | $2,077-100.0% | $2,977-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $7,296 | $3,795+92.2% | $5,076+43.7% | $3,080+136.9% |
| Admin fee / account holder | $550 | $4,208-86.9% | $11,957-95.4% | $3,454-84.1% |