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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 | $26,103 | $99,957-73.9% | $149,715-82.6% | $73,493-64.5% |
| Participation rate | 72.5% | 75.7%-3.2pp | 82.5%-9.9pp | 70.7%+1.9pp |
| Annual return | 24.13% | 53.87%-29.7pp | 276.66%-252.5pp | 28.51%-4.4pp |
| Employer contribution / active EE | $1,462 | $3,191-54.2% | $4,645-68.5% | $2,270-35.6% |
| Participant deferral / active EE | $5,071 | $6,073-16.5% | $6,842-25.9% | $3,740+35.6% |
| Admin fee / account holder | $2,049 | $551+272.0% | $9,310-78.0% | $513+299.3% |