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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 | $4,900 | $54,690-91.0% | $76,030-93.6% | $74,478-93.4% |
| Participation rate | 77.5% | 60.3%+17.2pp | 69.1%+8.4pp | 67.2%+10.3pp |
| Annual return | 17.52% | 31.92%-14.4pp | 361.54%-344.0pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $851 | $1,781-52.2% | $2,688-68.3% | $2,626-67.6% |
| Participant deferral / active EE | $1,939 | $3,070-36.9% | $4,257-54.5% | $4,350-55.4% |
| Admin fee / account holder | $994 | $2,240-55.6% | $6,421-84.5% | $1,946-48.9% |