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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 | $16,903 | $82,678-79.6% | $125,391-86.5% | $68,490-75.3% |
| Participation rate | 89.4% | 75.1%+14.3pp | 82.4%+7.0pp | 67.9%+21.5pp |
| Annual return | -10.35% | -5.97%-4.4pp | 572.41%-582.8pp | -7.85%-2.5pp |
| Employer contribution / active EE | $2,270 | $3,382-32.9% | $4,816-52.9% | $2,597-12.6% |
| Participant deferral / active EE | $5,158 | $6,111-15.6% | $7,448-30.8% | $4,028+28.1% |
| Admin fee / account holder | $665 | $6,277-89.4% | $10,009-93.4% | $5,403-87.7% |