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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 | $16,957 | $107,421-84.2% | $182,262-90.7% | $94,015-82.0% |
| Participation rate | 90.6% | 77.8%+12.8pp | 84.2%+6.4pp | 70.8%+19.8pp |
| Annual return | 20.77% | 21.32%-0.6pp | 140.60%-119.8pp | 17.84%+2.9pp |
| Employer contribution / active EE | $1,736 | $3,448-49.7% | $5,046-65.6% | $2,790-37.8% |
| Participant deferral / active EE | $3,736 | $6,558-43.0% | $8,276-54.9% | $4,249-12.1% |
| Admin fee / account holder | $1,101 | $8,692-87.3% | $16,712-93.4% | $8,951-87.7% |