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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,840 | $80,781-71.7% | $102,437-77.7% | $74,478-69.3% |
| Participation rate | 81.8% | 65.7%+16.2pp | 74.5%+7.3pp | 67.2%+14.6pp |
| Annual return | 9.17% | 27.58%-18.4pp | 24.95%-15.8pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $2,055 | $3,160-35.0% | $3,871-46.9% | $2,626-21.8% |
| Participant deferral / active EE | $3,541 | $3,862-8.3% | $5,060-30.0% | $4,350-18.6% |
| Admin fee / account holder | $1,432 | $2,372-39.6% | $8,388-82.9% | $1,946-26.4% |