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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 | $15,024 | $101,653-85.2% | $147,080-89.8% | $74,459-79.8% |
| Participation rate | 80.5% | 75.6%+5.0pp | 82.2%-1.6pp | 67.2%+13.3pp |
| Annual return | 21.12% | 8754.98%-8733.9pp | 420.17%-399.0pp | 1369.70%-1348.6pp |
| Employer contribution / active EE | $1,923 | $3,813-49.6% | $4,933-61.0% | $2,626-26.8% |
| Participant deferral / active EE | $4,096 | $7,304-43.9% | $8,066-49.2% | $4,350-5.8% |
| Admin fee / account holder | $1,314 | $1,752-25.0% | $12,989-89.9% | $1,945-32.4% |