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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 | $12,620 | $89,367-85.9% | $141,191-91.1% | $72,975-82.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.53% | 111.87%-86.3pp | 71.41%-45.9pp | 81.01%-55.5pp |
| Employer contribution / active EE | $3,354 | $3,115+7.7% | $4,736-29.2% | $2,440+37.5% |
| Participant deferral / active EE | $8,306 | $5,419+53.3% | $6,710+23.8% | $3,608+130.2% |
| Admin fee / account holder | $2,165 | $5,957-63.6% | $10,264-78.9% | $5,124-57.7% |