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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 | $16,485 | $82,674-80.1% | $125,381-86.9% | $68,486-75.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.04% | -5.97%-13.1pp | 572.31%-591.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $3,438 | $3,382+1.7% | $4,815-28.6% | $2,597+32.4% |
| Participant deferral / active EE | $8,429 | $6,111+37.9% | $7,448+13.2% | $4,028+109.3% |
| Admin fee / account holder | $1,288 | $6,277-79.5% | $10,007-87.1% | $5,404-76.2% |