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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 | $3,484 | $67,594-94.8% | $77,361-95.5% | $69,733-95.0% |
| Participation rate | 93.4% | 71.7%+21.7pp | 75.0%+18.4pp | 62.5%+30.9pp |
| Annual return | 24.39% | 19.20%+5.2pp | 1011.54%-987.1pp | 15.22%+9.2pp |
| Employer contribution / active EE | $0 | $2,649-100.0% | $2,990-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,382 | $3,401-59.4% | $3,911-64.7% | $3,054-54.8% |
| Admin fee / account holder | $328 | $1,159-71.7% | $5,894-94.4% | $3,102-89.4% |