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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 | $10,779 | $102,422-89.5% | $147,117-92.7% | $80,959-86.7% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 21.45% | 135.16%-113.7pp | 420.54%-399.1pp | 35.67%-14.2pp |
| Employer contribution / active EE | $2,391 | $3,717-35.7% | $4,932-51.5% | $2,757-13.3% |
| Participant deferral / active EE | $3,240 | $6,652-51.3% | $8,065-59.8% | $4,300-24.7% |
| Admin fee / account holder | $1,683 | $7,953-78.8% | $12,993-87.0% | $6,925-75.7% |