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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 | $78,607-75.0% | $105,624-81.4% | $74,478-73.6% |
| Participation rate | 95.5% | 72.8%+22.7pp | 75.3%+20.2pp | 67.2%+28.3pp |
| Annual return | 51.54% | 15.96%+35.6pp | 116.20%-64.7pp | 1370.56%-1319.0pp |
| Employer contribution / active EE | $711 | $2,523-71.8% | $3,168-77.5% | $2,626-72.9% |
| Participant deferral / active EE | $6,632 | $4,325+53.4% | $5,013+32.3% | $4,350+52.5% |
| Admin fee / account holder | $1,411 | $2,220-36.4% | $10,961-87.1% | $1,946-27.5% |