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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 | $10,145 | $55,437-81.7% | $155,534-93.5% | $74,459-86.4% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 29.11% | 269.58%-240.5pp | 64.92%-35.8pp | 1369.70%-1340.6pp |
| Employer contribution / active EE | $1,807 | $2,266-20.3% | $4,675-61.3% | $2,626-31.2% |
| Participant deferral / active EE | $3,273 | $2,837+15.3% | $5,630-41.9% | $4,350-24.8% |
| Admin fee / account holder | $336 | $1,742-80.7% | $15,900-97.9% | $1,945-82.7% |