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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 | $1,738 | $45,343-96.2% | $150,298-98.8% | $67,986-97.4% |
| Participation rate | 88.4% | 51.9%+36.6pp | 77.8%+10.7pp | 57.2%+31.2pp |
| Annual return | 532.61% | 33.28%+499.3pp | 62.79%+469.8pp | 31.67%+500.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,113 | $2,055-45.8% | $5,453-79.6% | $3,358-66.8% |
| Admin fee / account holder | $388 | $2,250-82.8% | $14,116-97.3% | $3,203-87.9% |