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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 | $113,016-70.6% | $103,447-67.9% | $74,429-55.3% |
| Participation rate | 92.7% | 80.8%+11.9pp | 80.5%+12.2pp | 67.2%+25.5pp |
| Annual return | 43.91% | 23.24%+20.7pp | 23.92%+20.0pp | 1368.38%-1324.5pp |
| Employer contribution / active EE | $2,680 | $4,881-45.1% | $4,678-42.7% | $2,625+2.1% |
| Participant deferral / active EE | $8,911 | $7,279+22.4% | $6,624+34.5% | $4,348+104.9% |
| Admin fee / account holder | $2,532 | $1,709+48.2% | $9,415-73.1% | $1,944+30.2% |