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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 | $4,232 | $51,736-91.8% | $120,225-96.5% | $67,986-93.8% |
| Participation rate | 77.5% | 46.1%+31.4pp | 69.6%+7.9pp | 57.2%+20.2pp |
| Annual return | 19.63% | 31.98%-12.4pp | 439.23%-419.6pp | 31.67%-12.0pp |
| Employer contribution / active EE | $521 | $1,071-51.4% | $3,475-85.0% | $2,019-74.2% |
| Participant deferral / active EE | $1,168 | $2,206-47.0% | $3,999-70.8% | $3,358-65.2% |
| Admin fee / account holder | $323 | $4,159-92.2% | $5,696-94.3% | $3,203-89.9% |