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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 | $7,189 | $85,171-91.6% | $172,752-95.8% | $72,975-90.1% |
| Participation rate | 91.4% | 70.1%+21.3pp | 82.6%+8.7pp | 69.5%+21.9pp |
| Annual return | 25.43% | 27.32%-1.9pp | 802.97%-777.5pp | 81.01%-55.6pp |
| Employer contribution / active EE | $1,118 | $3,324-66.4% | $5,144-78.3% | $2,440-54.2% |
| Participant deferral / active EE | $1,551 | $3,260-52.4% | $5,198-70.2% | $3,608-57.0% |
| Admin fee / account holder | $913 | $5,880-84.5% | $13,955-93.5% | $5,124-82.2% |