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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 | $8,125 | $45,123-82.0% | $85,240-90.5% | $74,478-89.1% |
| Participation rate | 80.6% | 49.4%+31.2pp | 67.5%+13.1pp | 67.2%+13.4pp |
| Annual return | 21.00% | 26.32%-5.3pp | 66.75%-45.8pp | 1370.56%-1349.6pp |
| Employer contribution / active EE | $2,189 | $1,459+50.0% | $2,735-20.0% | $2,626-16.7% |
| Participant deferral / active EE | $2,859 | $2,736+4.5% | $4,527-36.9% | $4,350-34.3% |
| Admin fee / account holder | $1,179 | $2,215-46.8% | $6,165-80.9% | $1,946-39.4% |