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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 | $27,427 | $79,169-65.4% | $100,415-72.7% | $74,478-63.2% |
| Participation rate | 72.6% | 79.4%-6.8pp | 81.5%-8.9pp | 67.2%+5.4pp |
| Annual return | 15.62% | 20.51%-4.9pp | 49.47%-33.9pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,282 | $7,751-31.8% | $8,091-34.7% | $4,350+21.4% |
| Admin fee / account holder | $2,231 | $1,337+66.8% | $7,906-71.8% | $1,946+14.6% |