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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 | $27,713 | $79,523-65.2% | $140,019-80.2% | $56,287-50.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 170.33% | 2.39%+167.9pp | 651.15%-480.8pp | -9.96%+180.3pp |
| Employer contribution / active EE | $2,978 | $3,350-11.1% | $5,605-46.9% | $2,111+41.1% |
| Participant deferral / active EE | $5,182 | $5,129+1.0% | $6,927-25.2% | $3,350+54.7% |
| Admin fee / account holder | $2,956 | $614+381.2% | $10,705-72.4% | $521+467.5% |