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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 | $7,965 | $84,493-90.6% | $125,381-93.6% | $66,938-88.1% |
| Participation rate | 93.9% | 76.4%+17.5pp | 82.4%+11.5pp | 69.8%+24.1pp |
| Annual return | 49.46% | -8.49%+57.9pp | 572.31%-522.9pp | 1.58%+47.9pp |
| Employer contribution / active EE | $1,975 | $3,554-44.4% | $4,815-59.0% | $2,545-22.4% |
| Participant deferral / active EE | $4,458 | $6,783-34.3% | $7,448-40.1% | $4,238+5.2% |
| Admin fee / account holder | $394 | $685-42.4% | $10,007-96.1% | $594-33.6% |