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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 | $101,539-85.2% | $147,041-89.8% | $74,400-79.8% |
| Participation rate | 80.5% | 75.5%+5.0pp | 82.2%-1.6pp | 67.2%+13.3pp |
| Annual return | 21.12% | 8740.84%-8719.7pp | 419.21%-398.1pp | 1367.51%-1346.4pp |
| Employer contribution / active EE | $1,923 | $3,811-49.5% | $4,935-61.0% | $2,624-26.7% |
| Participant deferral / active EE | $4,096 | $7,304-43.9% | $8,071-49.2% | $4,348-5.8% |
| Admin fee / account holder | $1,314 | $1,749-24.9% | $13,006-89.9% | $1,944-32.4% |