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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 | $19,378 | $130,294-85.1% | $170,043-88.6% | $71,511-72.9% |
| Participation rate | 91.0% | 86.2%+4.8pp | 87.0%+4.0pp | 67.9%+23.1pp |
| Annual return | 121.47% | 20.36%+101.1pp | 53.40%+68.1pp | 28.86%+92.6pp |
| Employer contribution / active EE | $2,882 | $4,385-34.3% | $6,790-57.6% | $2,589+11.3% |
| Participant deferral / active EE | $4,657 | $6,928-32.8% | $10,410-55.3% | $4,291+8.5% |
| Admin fee / account holder | $1,260 | $966+30.4% | $12,824-90.2% | $1,588-20.7% |