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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 | $2,598 | $54,679-95.2% | $76,119-96.6% | $74,459-96.5% |
| Participation rate | 92.7% | 60.3%+32.4pp | 69.1%+23.7pp | 67.2%+25.5pp |
| Annual return | 16.36% | 31.90%-15.5pp | 361.25%-344.9pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $723 | $1,781-59.4% | $2,693-73.2% | $2,626-72.5% |
| Participant deferral / active EE | $1,426 | $3,072-53.6% | $4,259-66.5% | $4,350-67.2% |
| Admin fee / account holder | $724 | $2,238-67.6% | $6,421-88.7% | $1,945-62.7% |