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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 | $2,873 | $27,800-89.7% | $58,544-95.1% | $71,495-96.0% |
| Participation rate | 89.0% | 34.6%+54.4pp | 50.9%+38.1pp | 67.9%+21.0pp |
| Annual return | 19.88% | 26.80%-6.9pp | 4249.56%-4229.7pp | 28.85%-9.0pp |
| Employer contribution / active EE | $450 | $632-28.7% | $1,053-57.3% | $2,589-82.6% |
| Participant deferral / active EE | $891 | $1,208-26.3% | $1,923-53.7% | $4,291-79.2% |
| Admin fee / account holder | $517 | $1,637-68.4% | $2,520-79.5% | $1,588-67.5% |