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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 | $16,302 | $56,640-71.2% | $78,002-79.1% | $55,167-70.4% |
| Participation rate | 89.3% | 73.3%+16.0pp | 75.5%+13.8pp | 69.0%+20.4pp |
| Annual return | 14.96% | 2868.48%-2853.5pp | 425.99%-411.0pp | 169.23%-154.3pp |
| Employer contribution / active EE | $1,253 | $1,724-27.3% | $2,470-49.3% | $1,963-36.2% |
| Participant deferral / active EE | $2,584 | $2,778-7.0% | $3,497-26.1% | $3,054-15.4% |
| Admin fee / account holder | $1,478 | $467+216.8% | $5,481-73.0% | $504+193.3% |