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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 | $19,265 | $102,385-81.2% | $147,080-86.9% | $80,935-76.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.68% | 135.09%-118.4pp | 420.17%-403.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $7,437 | $3,717+100.1% | $4,933+50.7% | $2,757+169.8% |
| Participant deferral / active EE | $2,680 | $6,651-59.7% | $8,066-66.8% | $4,299-37.7% |
| Admin fee / account holder | $600 | $7,951-92.4% | $12,989-95.4% | $6,924-91.3% |