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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 | $14,042 | $89,259-84.3% | $107,187-86.9% | $82,637-83.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 41.88% | 21.02%+20.9pp | 204.55%-162.7pp | 53.51%-11.6pp |
| Employer contribution / active EE | $2,358 | $3,080-23.4% | $3,782-37.6% | $2,552-7.6% |
| Participant deferral / active EE | $5,095 | $4,037+26.2% | $5,0960% | $4,126+23.5% |
| Admin fee / account holder | $788 | $7,381-89.3% | $9,162-91.4% | $7,339-89.3% |