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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 | $14,612 | $70,684-79.3% | $169,397-91.4% | $75,177-80.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 16.42% | 36.38%-20.0pp | 406.23%-389.8pp | 160.75%-144.3pp |
| Employer contribution / active EE | $1,921 | $2,211-13.1% | $4,013-52.1% | $2,671-28.1% |
| Participant deferral / active EE | $1,937 | $4,310-55.1% | $6,223-68.9% | $4,126-53.1% |
| Admin fee / account holder | $1,017 | $5,404-81.2% | $9,017-88.7% | $5,651-82.0% |