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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 | $3,905 | $52,978-92.6% | $116,096-96.6% | $65,306-94.0% |
| Participation rate | 95.1% | 51.6%+43.5pp | 73.3%+21.8pp | 57.7%+37.5pp |
| Annual return | 32.46% | 27.83%+4.6pp | 326.25%-293.8pp | 21.94%+10.5pp |
| Employer contribution / active EE | $1,249 | $1,182+5.6% | $2,503-50.1% | $1,967-36.5% |
| Participant deferral / active EE | $1,574 | $2,197-28.4% | $3,952-60.2% | $2,959-46.8% |
| Admin fee / account holder | $500 | $2,820-82.3% | $7,704-93.5% | $3,480-85.6% |