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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 | $11,697 | $93,598-87.5% | $135,974-91.4% | $75,173-84.4% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.8pp | 67.2%+31.5pp |
| Annual return | 97.75% | 30.89%+66.9pp | 68.30%+29.4pp | 160.72%-63.0pp |
| Employer contribution / active EE | $1,547 | $3,538-56.3% | $4,859-68.2% | $2,671-42.1% |
| Participant deferral / active EE | $3,788 | $6,405-40.9% | $7,760-51.2% | $4,126-8.2% |
| Admin fee / account holder | $449 | $6,978-93.6% | $10,767-95.8% | $5,651-92.0% |