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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 | $19,628 | $78,483-75.0% | $106,201-81.5% | $74,546-73.7% |
| Participation rate | 95.5% | 72.8%+22.7pp | 75.3%+20.2pp | 67.2%+28.3pp |
| Annual return | 51.54% | 15.94%+35.6pp | 116.26%-64.7pp | 1366.03%-1314.5pp |
| Employer contribution / active EE | $711 | $2,522-71.8% | $3,170-77.6% | $2,624-72.9% |
| Participant deferral / active EE | $6,632 | $4,320+53.5% | $5,012+32.3% | $4,347+52.6% |
| Admin fee / account holder | $1,411 | $2,236-36.9% | $11,039-87.2% | $1,944-27.4% |