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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 | $17,277 | $82,674-79.1% | $125,381-86.2% | $68,486-74.8% |
| Participation rate | 90.1% | 75.1%+15.1pp | 82.4%+7.7pp | 67.9%+22.2pp |
| Annual return | -12.27% | -5.97%-6.3pp | 572.31%-584.6pp | -7.85%-4.4pp |
| Employer contribution / active EE | $3,610 | $3,382+6.7% | $4,815-25.0% | $2,597+39.0% |
| Participant deferral / active EE | $7,660 | $6,111+25.3% | $7,448+2.8% | $4,028+90.2% |
| Admin fee / account holder | $1,105 | $6,277-82.4% | $10,007-89.0% | $5,404-79.5% |