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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 | $3,619 | $48,050-92.5% | $96,754-96.3% | $64,340-94.4% |
| Participation rate | 71.8% | 40.6%+31.2pp | 70.3%+1.5pp | 55.2%+16.6pp |
| Annual return | 26.31% | 23.41%+2.9pp | 82.04%-55.7pp | 24.14%+2.2pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,537 | $2,191-29.9% | $4,758-67.7% | $2,980-48.4% |
| Admin fee / account holder | $310 | $3,741-91.7% | $8,905-96.5% | $3,703-91.6% |