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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 | $28,360 | $101,653-72.1% | $147,080-80.7% | $74,459-61.9% |
| Participation rate | 85.3% | 75.6%+9.7pp | 82.2%+3.1pp | 67.2%+18.1pp |
| Annual return | 18.47% | 8754.98%-8736.5pp | 420.17%-401.7pp | 1369.70%-1351.2pp |
| Employer contribution / active EE | $3,819 | $3,813+0.2% | $4,933-22.6% | $2,626+45.5% |
| Participant deferral / active EE | $4,126 | $7,304-43.5% | $8,066-48.9% | $4,350-5.2% |
| Admin fee / account holder | $977 | $1,752-44.2% | $12,989-92.5% | $1,945-49.8% |