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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 | $13,526 | $79,189-82.9% | $102,457-86.8% | $74,400-81.8% |
| Participation rate | 90.8% | 74.8%+16.0pp | 76.5%+14.3pp | 67.2%+23.5pp |
| Annual return | 13.91% | 54.98%-41.1pp | 29.41%-15.5pp | 1367.51%-1353.6pp |
| Employer contribution / active EE | $1,320 | $2,362-44.1% | $3,022-56.3% | $2,624-49.7% |
| Participant deferral / active EE | $3,494 | $4,415-20.8% | $5,054-30.9% | $4,348-19.6% |
| Admin fee / account holder | $683 | $2,002-65.9% | $9,451-92.8% | $1,944-64.8% |