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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 | $9,729 | $55,472-82.5% | $155,567-93.7% | $74,546-86.9% |
| Participation rate | 86.3% | 61.9%+24.4pp | 78.2%+8.1pp | 67.2%+19.1pp |
| Annual return | 13.67% | 268.72%-255.0pp | 64.74%-51.1pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $1,154 | $2,269-49.1% | $4,674-75.3% | $2,624-56.0% |
| Participant deferral / active EE | $2,449 | $2,838-13.7% | $5,628-56.5% | $4,347-43.7% |
| Admin fee / account holder | $445 | $1,743-74.4% | $15,916-97.2% | $1,944-77.1% |