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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 | $8,950 | $102,422-91.3% | $147,117-93.9% | $80,959-88.9% |
| Participation rate | 94.7% | 75.9%+18.8pp | 82.2%+12.5pp | 67.7%+27.0pp |
| Annual return | 55.53% | 135.16%-79.6pp | 420.54%-365.0pp | 35.67%+19.9pp |
| Employer contribution / active EE | $2,740 | $3,717-26.3% | $4,932-44.5% | $2,757-0.6% |
| Participant deferral / active EE | $4,244 | $6,652-36.2% | $8,065-47.4% | $4,300-1.3% |
| Admin fee / account holder | $470 | $7,953-94.1% | $12,993-96.4% | $6,925-93.2% |