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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 | $8,782 | $45,900-80.9% | $94,057-90.7% | $64,340-86.4% |
| Participation rate | 84.4% | 50.6%+33.8pp | 73.3%+11.1pp | 55.2%+29.2pp |
| Annual return | 25.23% | 50.47%-25.2pp | 480.62%-455.4pp | 24.14%+1.1pp |
| Employer contribution / active EE | $856 | $1,612-46.9% | $2,933-70.8% | $1,862-54.0% |
| Participant deferral / active EE | $1,560 | $2,102-25.8% | $4,709-66.9% | $2,980-47.6% |
| Admin fee / account holder | $572 | $3,143-81.8% | $7,244-92.1% | $3,703-84.5% |