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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 | $14,809 | $54,717-72.9% | $86,216-82.8% | $71,511-79.3% |
| Participation rate | 89.0% | 60.1%+28.9pp | 69.0%+20.0pp | 67.9%+21.1pp |
| Annual return | 22.17% | 20.07%+2.1pp | 1169.42%-1147.2pp | 28.86%-6.7pp |
| Employer contribution / active EE | $2,691 | $1,267+112.4% | $2,382+13.0% | $2,589+3.9% |
| Participant deferral / active EE | $4,093 | $3,110+31.6% | $3,986+2.7% | $4,291-4.6% |
| Admin fee / account holder | $1,586 | $1,922-17.5% | $6,853-76.9% | $1,588-0.2% |