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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 | $24,114 | $80,753-70.1% | $136,298-82.3% | $62,293-61.3% |
| Participation rate | 86.5% | 73.5%+12.9pp | 81.9%+4.5pp | 69.5%+16.9pp |
| Annual return | 102.36% | 35.83%+66.5pp | 5156.27%-5053.9pp | 28.90%+73.5pp |
| Employer contribution / active EE | $4,216 | $2,884+46.2% | $4,696-10.2% | $2,042+106.5% |
| Participant deferral / active EE | $3,255 | $5,164-37.0% | $6,247-47.9% | $3,169+2.7% |
| Admin fee / account holder | $584 | $525+11.1% | $9,244-93.7% | $479+21.8% |