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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 | $17,545 | $58,726-70.1% | $92,239-81.0% | $62,293-71.8% |
| Participation rate | 96.2% | 68.3%+27.9pp | 76.5%+19.7pp | 69.5%+26.7pp |
| Annual return | 13.59% | 43.62%-30.0pp | 176.29%-162.7pp | 28.90%-15.3pp |
| Employer contribution / active EE | $762 | $2,392-68.1% | $3,680-79.3% | $2,042-62.7% |
| Participant deferral / active EE | $3,686 | $2,766+33.3% | $3,897-5.4% | $3,169+16.3% |
| Admin fee / account holder | $2,014 | $556+262.0% | $5,194-61.2% | $479+320.2% |