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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 | $8,615 | $55,437-84.5% | $155,534-94.5% | $74,459-88.4% |
| Participation rate | 84.5% | 61.9%+22.6pp | 78.2%+6.2pp | 67.2%+17.2pp |
| Annual return | 111.65% | 269.58%-157.9pp | 64.92%+46.7pp | 1369.70%-1258.0pp |
| Employer contribution / active EE | $643 | $2,266-71.6% | $4,675-86.2% | $2,626-75.5% |
| Participant deferral / active EE | $2,484 | $2,837-12.5% | $5,630-55.9% | $4,350-42.9% |
| Admin fee / account holder | $670 | $1,742-61.6% | $15,900-95.8% | $1,945-65.6% |