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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 | $101,499-71.7% | $147,005-80.5% | $74,546-61.5% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.2%-2.2pp | 67.2%+12.8pp |
| Annual return | 15.50% | 8732.34%-8716.8pp | 418.76%-403.3pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $1,652 | $3,811-56.7% | $4,934-66.5% | $2,624-37.1% |
| Participant deferral / active EE | $6,521 | $7,304-10.7% | $8,070-19.2% | $4,347+50.0% |
| Admin fee / account holder | $5,397 | $1,748+208.8% | $13,006-58.5% | $1,944+177.7% |