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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 | $6,691 | $45,602-85.3% | $117,529-94.3% | $66,949-90.0% |
| Participation rate | 94.2% | 57.6%+36.6pp | 70.6%+23.6pp | 69.8%+24.4pp |
| Annual return | -16.22% | -16.74%+0.5pp | 29.77%-46.0pp | 1.57%-17.8pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,179-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,902 | $2,845+72.3% | $4,072+20.4% | $4,239+15.6% |
| Admin fee / account holder | $795 | $661+20.4% | $5,645-85.9% | $594+34.0% |