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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 | $30,858 | $79,089-61.0% | $100,392-69.3% | $74,459-58.6% |
| Participation rate | 75.7% | 79.4%-3.7pp | 81.5%-5.8pp | 67.2%+8.5pp |
| Annual return | 20.65% | 20.61%0pp | 49.45%-28.8pp | 1369.70%-1349.1pp |
| Employer contribution / active EE | $1,650 | $3,015-45.3% | $3,941-58.1% | $2,626-37.2% |
| Participant deferral / active EE | $4,226 | $7,747-45.5% | $8,090-47.8% | $4,350-2.8% |
| Admin fee / account holder | $5,866 | $1,336+339.1% | $7,904-25.8% | $1,945+201.6% |