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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,619 | $55,423-84.4% | $155,602-94.5% | $74,400-88.4% |
| Participation rate | 84.6% | 61.9%+22.7pp | 78.2%+6.3pp | 67.2%+17.3pp |
| Annual return | 4.81% | 269.07%-264.3pp | 64.81%-60.0pp | 1367.51%-1362.7pp |
| Employer contribution / active EE | $1,011 | $2,266-55.4% | $4,675-78.4% | $2,624-61.5% |
| Participant deferral / active EE | $2,287 | $2,835-19.3% | $5,629-59.4% | $4,348-47.4% |
| Admin fee / account holder | $2,395 | $1,744+37.3% | $15,923-85.0% | $1,944+23.2% |