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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 | $7,503 | $65,564-88.6% | $86,251-91.3% | $75,184-90.0% |
| Participation rate | 93.3% | 60.5%+32.8pp | 69.0%+24.4pp | 67.2%+26.1pp |
| Annual return | 19.83% | 46.08%-26.2pp | 1170.54%-1150.7pp | 160.78%-140.9pp |
| Employer contribution / active EE | $995 | $1,554-35.9% | $2,381-58.2% | $2,671-62.7% |
| Participant deferral / active EE | $2,071 | $3,024-31.5% | $3,987-48.1% | $4,127-49.8% |
| Admin fee / account holder | $1,328 | $5,470-75.7% | $6,857-80.6% | $5,652-76.5% |