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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 | $16,766 | $101,653-83.5% | $147,080-88.6% | $74,459-77.5% |
| Participation rate | 74.8% | 75.6%-0.7pp | 82.2%-7.4pp | 67.2%+7.6pp |
| Annual return | 15.21% | 8754.98%-8739.8pp | 420.17%-405.0pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $2,169 | $3,813-43.1% | $4,933-56.0% | $2,626-17.4% |
| Participant deferral / active EE | $4,172 | $7,304-42.9% | $8,066-48.3% | $4,350-4.1% |
| Admin fee / account holder | $3,163 | $1,752+80.6% | $12,989-75.6% | $1,945+62.6% |