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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,834 | $55,470-93.1% | $155,556-97.5% | $74,478-94.9% |
| Participation rate | 77.7% | 61.9%+15.8pp | 78.2%-0.5pp | 67.2%+10.5pp |
| Annual return | 10.78% | 269.80%-259.0pp | 64.84%-54.1pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,352 | $2,838-17.1% | $5,631-58.2% | $4,350-45.9% |
| Admin fee / account holder | $460 | $1,744-73.6% | $15,885-97.1% | $1,946-76.3% |