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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 | $10,080 | $78,562-87.2% | $105,608-90.5% | $74,429-86.5% |
| Participation rate | 86.7% | 72.8%+13.9pp | 75.3%+11.4pp | 67.2%+19.5pp |
| Annual return | 18.92% | 15.94%+3.0pp | 116.50%-97.6pp | 1368.38%-1349.5pp |
| Employer contribution / active EE | $5,361 | $2,521+112.6% | $3,167+69.3% | $2,625+104.2% |
| Participant deferral / active EE | $2,897 | $4,321-33.0% | $5,010-42.2% | $4,348-33.4% |
| Admin fee / account holder | $1,723 | $2,217-22.3% | $11,028-84.4% | $1,944-11.4% |