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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 | $19,197 | $74,661-74.3% | $160,784-88.1% | $67,986-71.8% |
| Participation rate | 85.4% | 57.1%+28.2pp | 77.0%+8.4pp | 57.2%+28.2pp |
| Annual return | 16.40% | 28.83%-12.4pp | 1803.92%-1787.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $723 | $1,829-60.5% | $3,733-80.6% | $2,019-64.2% |
| Participant deferral / active EE | $2,701 | $3,681-26.6% | $6,293-57.1% | $3,358-19.6% |
| Admin fee / account holder | $2,592 | $3,959-34.5% | $9,717-73.3% | $3,203-19.1% |