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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 | $3,218 | $54,679-94.1% | $76,119-95.8% | $74,459-95.7% |
| Participation rate | 79.2% | 60.3%+18.9pp | 69.1%+10.2pp | 67.2%+12.0pp |
| Annual return | 30.95% | 31.90%-0.9pp | 361.25%-330.3pp | 1369.70%-1338.7pp |
| Employer contribution / active EE | $478 | $1,781-73.2% | $2,693-82.2% | $2,626-81.8% |
| Participant deferral / active EE | $1,963 | $3,072-36.1% | $4,259-53.9% | $4,350-54.9% |
| Admin fee / account holder | $668 | $2,238-70.1% | $6,421-89.6% | $1,945-65.6% |