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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 | $30,340 | $91,760-66.9% | $156,181-80.6% | $67,986-55.4% |
| Participation rate | 91.1% | 65.0%+26.1pp | 78.8%+12.3pp | 57.2%+33.9pp |
| Annual return | 51.15% | 18.14%+33.0pp | 64.87%-13.7pp | 31.67%+19.5pp |
| Employer contribution / active EE | $1,972 | $2,419-18.5% | $4,294-54.1% | $2,019-2.3% |
| Participant deferral / active EE | $6,134 | $3,960+54.9% | $6,1320% | $3,358+82.7% |
| Admin fee / account holder | $3,019 | $3,949-23.5% | $14,586-79.3% | $3,203-5.7% |