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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 | $53,583-92.7% | $114,563-96.6% | $64,340-93.9% |
| Participation rate | 95.1% | 47.4%+47.8pp | 72.9%+22.2pp | 55.2%+39.9pp |
| Annual return | 32.46% | 24.51%+7.9pp | 241.09%-208.6pp | 24.14%+8.3pp |
| Employer contribution / active EE | $1,249 | $1,087+14.9% | $2,592-51.8% | $1,862-32.9% |
| Participant deferral / active EE | $1,574 | $2,134-26.2% | $4,142-62.0% | $2,980-47.2% |
| Admin fee / account holder | $500 | $3,206-84.4% | $7,623-93.4% | $3,703-86.5% |