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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,594 | $59,191-88.9% | $76,767-91.4% | $56,289-88.3% |
| Participation rate | 80.9% | 75.2%+5.6pp | 77.0%+3.9pp | 69.9%+11.0pp |
| Annual return | -50.46% | 6.62%-57.1pp | 2.43%-52.9pp | -9.96%-40.5pp |
| Employer contribution / active EE | $2,157 | $1,759+22.6% | $2,485-13.2% | $2,111+2.2% |
| Participant deferral / active EE | $3,923 | $3,255+20.5% | $3,852+1.9% | $3,350+17.1% |
| Admin fee / account holder | $348 | $489-28.9% | $6,675-94.8% | $521-33.2% |