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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 | $25,453 | $80,992-68.6% | $96,534-73.6% | $75,173-66.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 41.88% | 27.05%+14.8pp | 25.88%+16.0pp | 160.72%-118.8pp |
| Employer contribution / active EE | $4,652 | $2,283+103.8% | $2,965+56.9% | $2,671+74.2% |
| Participant deferral / active EE | $7,834 | $3,929+99.4% | $4,851+61.5% | $4,126+89.9% |
| Admin fee / account holder | $2,096 | $6,717-68.8% | $8,253-74.6% | $5,651-62.9% |