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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 | $4,264 | $54,245-92.1% | $93,727-95.5% | $77,762-94.5% |
| Participation rate | 89.3% | 63.9%+25.3pp | 68.7%+20.5pp | 70.6%+18.7pp |
| Annual return | 39.55% | 30.58%+9.0pp | 133.83%-94.3pp | 31.27%+8.3pp |
| Employer contribution / active EE | $1,520 | $1,168+30.2% | $2,421-37.2% | $2,728-44.3% |
| Participant deferral / active EE | $1,902 | $3,144-39.5% | $4,417-56.9% | $4,651-59.1% |
| Admin fee / account holder | $302 | $575-47.5% | $8,292-96.4% | $433-30.2% |