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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 | $12,384 | $48,050-74.2% | $96,754-87.2% | $64,340-80.8% |
| Participation rate | 82.6% | 40.6%+42.1pp | 70.3%+12.4pp | 55.2%+27.4pp |
| Annual return | 57.29% | 23.41%+33.9pp | 82.04%-24.7pp | 24.14%+33.1pp |
| Employer contribution / active EE | $1,542 | $1,204+28.0% | $2,679-42.5% | $1,862-17.2% |
| Participant deferral / active EE | $4,035 | $2,191+84.2% | $4,758-15.2% | $2,980+35.4% |
| Admin fee / account holder | $1,300 | $3,741-65.3% | $8,905-85.4% | $3,703-64.9% |