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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 | $28,089 | $79,223-64.5% | $102,460-72.6% | $74,478-62.3% |
| Participation rate | 93.7% | 74.8%+18.9pp | 76.5%+17.1pp | 67.2%+26.4pp |
| Annual return | 161.03% | 54.98%+106.1pp | 29.47%+131.6pp | 1370.56%-1209.5pp |
| Employer contribution / active EE | $1,730 | $2,363-26.8% | $3,025-42.8% | $2,626-34.1% |
| Participant deferral / active EE | $3,955 | $4,417-10.5% | $5,056-21.8% | $4,350-9.1% |
| Admin fee / account holder | $868 | $2,003-56.7% | $9,460-90.8% | $1,946-55.4% |