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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 | $2,894 | $54,679-94.7% | $76,119-96.2% | $74,459-96.1% |
| Participation rate | 78.4% | 60.3%+18.1pp | 69.1%+9.3pp | 67.2%+11.2pp |
| Annual return | 31.18% | 31.90%-0.7pp | 361.25%-330.1pp | 1369.70%-1338.5pp |
| Employer contribution / active EE | $618 | $1,781-65.3% | $2,693-77.1% | $2,626-76.5% |
| Participant deferral / active EE | $1,383 | $3,072-55.0% | $4,259-67.5% | $4,350-68.2% |
| Admin fee / account holder | $682 | $2,238-69.5% | $6,421-89.4% | $1,945-64.9% |