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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 | $23,506 | $83,369-71.8% | $105,223-77.7% | $67,986-65.4% |
| Participation rate | 96.3% | 56.3%+40.0pp | 75.0%+21.3pp | 57.2%+39.1pp |
| Annual return | 18.51% | 24.64%-6.1pp | 180.65%-162.1pp | 31.67%-13.2pp |
| Employer contribution / active EE | $2,500 | $2,541-1.6% | $3,689-32.2% | $2,019+23.8% |
| Participant deferral / active EE | $5,875 | $3,295+78.3% | $5,072+15.8% | $3,358+74.9% |
| Admin fee / account holder | $671 | $4,073-83.5% | $8,859-92.4% | $3,203-79.1% |