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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 | $5,126 | $43,496-88.2% | $161,489-96.8% | $64,340-92.0% |
| Participation rate | 85.1% | 53.5%+31.6pp | 78.7%+6.4pp | 55.2%+29.8pp |
| Annual return | 142.73% | 20.76%+122.0pp | 89.72%+53.0pp | 24.14%+118.6pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,115 | $1,996+6.0% | $5,630-62.4% | $2,980-29.0% |
| Admin fee / account holder | $470 | $2,330-79.8% | $16,006-97.1% | $3,703-87.3% |