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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 | $1,069 | $47,105-97.7% | $68,368-98.4% | $67,986-98.4% |
| Participation rate | 73.1% | 51.8%+21.4pp | 73.8%-0.6pp | 57.2%+15.9pp |
| Annual return | 19.19% | 48.37%-29.2pp | 292.57%-273.4pp | 31.67%-12.5pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $635 | $2,374-73.3% | $4,123-84.6% | $3,358-81.1% |
| Admin fee / account holder | $396 | $2,435-83.7% | $5,150-92.3% | $3,203-87.6% |