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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 | $23,975 | $88,203-72.8% | $165,100-85.5% | $74,478-67.8% |
| Participation rate | 74.0% | 73.1%+0.9pp | 78.6%-4.6pp | 67.2%+6.8pp |
| Annual return | 23.88% | 17.13%+6.7pp | 70.21%-46.3pp | 1370.56%-1346.7pp |
| Employer contribution / active EE | $2,255 | $2,601-13.3% | $4,348-48.1% | $2,626-14.1% |
| Participant deferral / active EE | $4,650 | $4,505+3.2% | $6,035-23.0% | $4,350+6.9% |
| Admin fee / account holder | $1,576 | $2,235-29.5% | $12,696-87.6% | $1,946-19.0% |