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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 | $26,388 | $91,439-71.1% | $135,974-80.6% | $71,511-63.1% |
| Participation rate | 74.4% | 75.7%-1.3pp | 81.9%-7.5pp | 67.9%+6.4pp |
| Annual return | 96.36% | 29.90%+66.5pp | 68.30%+28.1pp | 28.86%+67.5pp |
| Employer contribution / active EE | $2,127 | $3,705-42.6% | $4,859-56.2% | $2,589-17.8% |
| Participant deferral / active EE | $9,421 | $7,093+32.8% | $7,760+21.4% | $4,291+119.6% |
| Admin fee / account holder | $1,305 | $1,267+3.0% | $10,767-87.9% | $1,588-17.9% |