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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 | $21,034 | $79,189-73.4% | $102,457-79.5% | $74,400-71.7% |
| Participation rate | 91.3% | 74.8%+16.5pp | 76.5%+14.8pp | 67.2%+24.0pp |
| Annual return | 16.19% | 54.98%-38.8pp | 29.41%-13.2pp | 1367.51%-1351.3pp |
| Employer contribution / active EE | $2,668 | $2,362+12.9% | $3,022-11.7% | $2,624+1.7% |
| Participant deferral / active EE | $4,428 | $4,415+0.3% | $5,054-12.4% | $4,348+1.8% |
| Admin fee / account holder | $3,417 | $2,002+70.6% | $9,451-63.8% | $1,944+75.8% |