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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 | $7,869 | $55,470-85.8% | $155,556-94.9% | $74,478-89.4% |
| Participation rate | 79.6% | 61.9%+17.7pp | 78.2%+1.4pp | 67.2%+12.4pp |
| Annual return | 52.03% | 269.80%-217.8pp | 64.84%-12.8pp | 1370.56%-1318.5pp |
| Employer contribution / active EE | $837 | $2,267-63.1% | $4,675-82.1% | $2,626-68.1% |
| Participant deferral / active EE | $1,854 | $2,838-34.7% | $5,631-67.1% | $4,350-57.4% |
| Admin fee / account holder | $1,171 | $1,744-32.9% | $15,885-92.6% | $1,946-39.8% |