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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 | $33,662 | $79,189-57.5% | $102,457-67.1% | $74,400-54.8% |
| Participation rate | 75.5% | 74.8%+0.7pp | 76.5%-1.0pp | 67.2%+8.2pp |
| Annual return | 25.09% | 54.98%-29.9pp | 29.41%-4.3pp | 1367.51%-1342.4pp |
| Employer contribution / active EE | $4,591 | $2,362+94.3% | $3,022+51.9% | $2,624+74.9% |
| Participant deferral / active EE | $7,897 | $4,415+78.9% | $5,054+56.3% | $4,348+81.6% |
| Admin fee / account holder | $1,184 | $2,002-40.8% | $9,451-87.5% | $1,944-39.1% |