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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 | $19,459 | $89,367-78.2% | $141,191-86.2% | $72,975-73.3% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.8pp | 69.5%+17.7pp |
| Annual return | 113.52% | 111.87%+1.7pp | 71.41%+42.1pp | 81.01%+32.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,035 | $5,419+11.4% | $6,710-10.1% | $3,608+67.3% |
| Admin fee / account holder | $1,990 | $5,957-66.6% | $10,264-80.6% | $5,124-61.2% |