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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 | $5,475 | $61,125-91.0% | $94,057-94.2% | $87,485-93.7% |
| Participation rate | 91.1% | 64.1%+27.0pp | 73.3%+17.7pp | 68.9%+22.1pp |
| Annual return | 21.06% | 35.20%-14.1pp | 480.62%-459.6pp | 26.06%-5.0pp |
| Employer contribution / active EE | $575 | $2,136-73.1% | $2,933-80.4% | $2,596-77.8% |
| Participant deferral / active EE | $2,346 | $3,260-28.0% | $4,709-50.2% | $4,274-45.1% |
| Admin fee / account holder | $364 | $5,629-93.5% | $7,244-95.0% | $7,775-95.3% |