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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 | $64,705-94.6% | $62,929-94.5% | $67,986-94.9% |
| Participation rate | 93.4% | 65.6%+27.8pp | 73.1%+20.3pp | 57.2%+36.2pp |
| Annual return | 24.39% | 20.31%+4.1pp | 1063.93%-1039.5pp | 31.67%-7.3pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,382 | $3,198-56.8% | $3,888-64.5% | $3,358-58.8% |
| Admin fee / account holder | $328 | $1,428-77.0% | $5,065-93.5% | $3,203-89.8% |