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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 | $101,539-83.5% | $147,041-88.6% | $74,400-77.5% |
| Participation rate | 74.8% | 75.5%-0.7pp | 82.2%-7.3pp | 67.2%+7.6pp |
| Annual return | 15.21% | 8740.84%-8725.6pp | 419.21%-404.0pp | 1367.51%-1352.3pp |
| Employer contribution / active EE | $2,169 | $3,811-43.1% | $4,935-56.0% | $2,624-17.4% |
| Participant deferral / active EE | $4,172 | $7,304-42.9% | $8,071-48.3% | $4,348-4.0% |
| Admin fee / account holder | $3,163 | $1,749+80.8% | $13,006-75.7% | $1,944+62.7% |