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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 | $32,651 | $78,976-58.7% | $100,383-67.5% | $74,546-56.2% |
| Participation rate | 85.3% | 79.5%+5.9pp | 81.5%+3.8pp | 67.2%+18.1pp |
| Annual return | 46.94% | 20.62%+26.3pp | 49.26%-2.3pp | 1366.03%-1319.1pp |
| Employer contribution / active EE | $2,797 | $3,019-7.3% | $3,944-29.1% | $2,624+6.6% |
| Participant deferral / active EE | $5,947 | $7,758-23.3% | $8,086-26.5% | $4,347+36.8% |
| Admin fee / account holder | $1,307 | $1,330-1.7% | $7,900-83.5% | $1,944-32.8% |