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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 | $12,612 | $54,717-77.0% | $86,216-85.4% | $71,511-82.4% |
| Participation rate | 77.5% | 60.1%+17.4pp | 69.0%+8.5pp | 67.9%+9.6pp |
| Annual return | 26.33% | 20.07%+6.3pp | 1169.42%-1143.1pp | 28.86%-2.5pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,686 | $3,110+18.5% | $3,986-7.5% | $4,291-14.1% |
| Admin fee / account holder | $958 | $1,922-50.2% | $6,853-86.0% | $1,588-39.7% |