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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 | $33,257 | $112,932-70.6% | $103,065-67.7% | $74,478-55.3% |
| Participation rate | 92.7% | 80.8%+11.9pp | 80.6%+12.1pp | 67.2%+25.5pp |
| Annual return | 43.91% | 23.24%+20.7pp | 23.95%+20.0pp | 1370.56%-1326.7pp |
| Employer contribution / active EE | $2,680 | $4,881-45.1% | $4,675-42.7% | $2,626+2.1% |
| Participant deferral / active EE | $8,911 | $7,279+22.4% | $6,625+34.5% | $4,350+104.8% |
| Admin fee / account holder | $2,532 | $1,707+48.3% | $9,349-72.9% | $1,946+30.1% |