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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 | $54,674-94.7% | $76,089-96.2% | $74,429-96.1% |
| Participation rate | 78.4% | 60.3%+18.1pp | 69.1%+9.3pp | 67.2%+11.2pp |
| Annual return | 31.18% | 31.89%-0.7pp | 360.94%-329.8pp | 1368.38%-1337.2pp |
| Employer contribution / active EE | $618 | $1,781-65.3% | $2,690-77.0% | $2,625-76.5% |
| Participant deferral / active EE | $1,383 | $3,071-55.0% | $4,259-67.5% | $4,348-68.2% |
| Admin fee / account holder | $682 | $2,238-69.5% | $6,418-89.4% | $1,944-64.9% |