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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 | $27,220 | $83,843-67.5% | $123,973-78.0% | $65,306-58.3% |
| Participation rate | 76.9% | 56.0%+21.0pp | 76.7%+0.3pp | 57.7%+19.3pp |
| Annual return | 16.19% | 19.87%-3.7pp | 388.13%-371.9pp | 21.94%-5.8pp |
| Employer contribution / active EE | $0 | $2,873-100.0% | $4,126-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,274 | $2,997-24.1% | $5,247-56.7% | $2,959-23.2% |
| Admin fee / account holder | $2,633 | $4,735-44.4% | $11,799-77.7% | $3,480-24.3% |