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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 | $18,306 | $101,672-82.0% | $147,117-87.6% | $74,478-75.4% |
| Participation rate | 93.7% | 75.5%+18.1pp | 82.2%+11.5pp | 67.2%+26.5pp |
| Annual return | 119.46% | 8757.83%-8638.4pp | 420.54%-301.1pp | 1370.56%-1251.1pp |
| Employer contribution / active EE | $2,601 | $3,813-31.8% | $4,932-47.3% | $2,626-0.9% |
| Participant deferral / active EE | $3,461 | $7,305-52.6% | $8,065-57.1% | $4,350-20.4% |
| Admin fee / account holder | $1,155 | $1,753-34.1% | $12,993-91.1% | $1,946-40.6% |