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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 | $65,084-94.6% | $67,681-94.9% | $64,340-94.6% |
| Participation rate | 93.4% | 66.7%+26.6pp | 73.7%+19.6pp | 55.2%+38.1pp |
| Annual return | 24.39% | 20.50%+3.9pp | 590.58%-566.2pp | 24.14%+0.3pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,382 | $3,210-56.9% | $3,976-65.2% | $2,980-53.6% |
| Admin fee / account holder | $328 | $1,415-76.8% | $6,100-94.6% | $3,703-91.1% |