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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 | $11,587 | $102,422-88.7% | $147,117-92.1% | $80,959-85.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.64% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,995 | $3,717-46.3% | $4,932-59.6% | $2,757-27.6% |
| Participant deferral / active EE | $3,685 | $6,652-44.6% | $8,065-54.3% | $4,300-14.3% |
| Admin fee / account holder | $853 | $7,953-89.3% | $12,993-93.4% | $6,925-87.7% |