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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 | $15,896 | $59,105-73.1% | $159,981-90.1% | $66,923-76.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 78.0%+22.0pp | 69.8%+30.2pp |
| Annual return | -15.26% | -12.26%-3.0pp | 408.70%-424.0pp | 1.58%-16.8pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,224-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,731 | $4,395+53.2% | $6,182+8.9% | $4,237+58.9% |
| Admin fee / account holder | $1,344 | $591+127.5% | $8,700-84.5% | $593+126.6% |