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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 | $23,160 | $90,107-74.3% | $182,262-87.3% | $69,733-66.8% |
| Participation rate | 95.0% | 64.8%+30.2pp | 84.2%+10.8pp | 62.5%+32.6pp |
| Annual return | 16.94% | 95.58%-78.6pp | 140.60%-123.7pp | 15.22%+1.7pp |
| Employer contribution / active EE | $1,649 | $3,043-45.8% | $5,046-67.3% | $2,250-26.7% |
| Participant deferral / active EE | $3,817 | $5,135-25.7% | $8,276-53.9% | $3,054+25.0% |
| Admin fee / account holder | $878 | $3,377-74.0% | $16,712-94.7% | $3,102-71.7% |