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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 | $43,496-96.0% | $161,489-98.9% | $64,340-97.3% |
| Participation rate | 88.4% | 53.5%+34.9pp | 78.7%+9.7pp | 55.2%+33.2pp |
| Annual return | 532.61% | 20.76%+511.9pp | 89.72%+442.9pp | 24.14%+508.5pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,113 | $1,996-44.2% | $5,630-80.2% | $2,980-62.6% |
| Admin fee / account holder | $388 | $2,330-83.4% | $16,006-97.6% | $3,703-89.5% |