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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 | $20,313 | $89,652-77.3% | $141,177-85.6% | $65,185-68.8% |
| Participation rate | 76.2% | 74.7%+1.5pp | 82.5%-6.3pp | 70.2%+6.0pp |
| Annual return | 119.97% | 32.79%+87.2pp | 71.40%+48.6pp | 29.38%+90.6pp |
| Employer contribution / active EE | $2,073 | $3,065-32.4% | $4,736-56.2% | $2,177-4.8% |
| Participant deferral / active EE | $3,862 | $5,691-32.1% | $6,710-42.4% | $3,514+9.9% |
| Admin fee / account holder | $1,812 | $569+218.7% | $10,263-82.3% | $847+113.9% |