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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 | $28,680 | $101,653-71.8% | $147,080-80.5% | $74,459-61.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.2%-2.2pp | 67.2%+12.8pp |
| Annual return | 15.50% | 8754.98%-8739.5pp | 420.17%-404.7pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $1,652 | $3,813-56.7% | $4,933-66.5% | $2,626-37.1% |
| Participant deferral / active EE | $6,521 | $7,304-10.7% | $8,066-19.2% | $4,350+49.9% |
| Admin fee / account holder | $5,397 | $1,752+208.1% | $12,989-58.4% | $1,945+177.5% |