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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 | $2,030 | $45,900-95.6% | $94,057-97.8% | $64,340-96.8% |
| Participation rate | 91.3% | 50.6%+40.7pp | 73.3%+17.9pp | 55.2%+36.0pp |
| Annual return | 85.32% | 50.47%+34.9pp | 480.62%-395.3pp | 24.14%+61.2pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $735 | $2,102-65.0% | $4,709-84.4% | $2,980-75.3% |
| Admin fee / account holder | $441 | $3,143-86.0% | $7,244-93.9% | $3,703-88.1% |