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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 | $15,377 | $102,393-85.0% | $147,041-89.5% | $80,911-81.0% |
| Participation rate | 81.6% | 75.9%+5.7pp | 82.2%-0.6pp | 67.6%+13.9pp |
| Annual return | 12.97% | 134.95%-122.0pp | 419.21%-406.2pp | 35.63%-22.7pp |
| Employer contribution / active EE | $1,665 | $3,715-55.2% | $4,935-66.3% | $2,756-39.6% |
| Participant deferral / active EE | $2,788 | $6,647-58.1% | $8,071-65.5% | $4,297-35.1% |
| Admin fee / account holder | $1,792 | $7,943-77.4% | $13,006-86.2% | $6,935-74.2% |