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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 | $30,837 | $101,653-69.7% | $147,080-79.0% | $74,459-58.6% |
| Participation rate | 91.5% | 75.6%+16.0pp | 82.2%+9.3pp | 67.2%+24.3pp |
| Annual return | 28.71% | 8754.98%-8726.3pp | 420.17%-391.5pp | 1369.70%-1341.0pp |
| Employer contribution / active EE | $3,029 | $3,813-20.6% | $4,933-38.6% | $2,626+15.4% |
| Participant deferral / active EE | $5,396 | $7,304-26.1% | $8,066-33.1% | $4,350+24.1% |
| Admin fee / account holder | $1,781 | $1,752+1.7% | $12,989-86.3% | $1,945-8.4% |