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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 | $8,858 | $49,164-82.0% | $121,169-92.7% | $75,181-88.2% |
| Participation rate | 86.7% | 55.4%+31.2pp | 69.5%+17.1pp | 67.2%+19.5pp |
| Annual return | 23.30% | 56.03%-32.7pp | 986.71%-963.4pp | 160.69%-137.4pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,943 | $2,628+88.1% | $4,083+21.1% | $4,126+19.8% |
| Admin fee / account holder | $2,087 | $3,942-47.1% | $5,645-63.0% | $5,650-63.1% |