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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 | $15,434 | $88,203-82.5% | $165,100-90.7% | $74,478-79.3% |
| Participation rate | 93.3% | 73.1%+20.1pp | 78.6%+14.6pp | 67.2%+26.0pp |
| Annual return | 20.05% | 17.13%+2.9pp | 70.21%-50.2pp | 1370.56%-1350.5pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,232 | $4,505+60.5% | $6,035+19.8% | $4,350+66.3% |
| Admin fee / account holder | $1,992 | $2,235-10.8% | $12,696-84.3% | $1,946+2.4% |