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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 | $17,272 | $91,439-81.1% | $135,974-87.3% | $71,511-75.8% |
| Participation rate | 98.3% | 75.7%+22.6pp | 81.9%+16.3pp | 67.9%+30.3pp |
| Annual return | 273.33% | 29.90%+243.4pp | 68.30%+205.0pp | 28.86%+244.5pp |
| Employer contribution / active EE | $4,675 | $3,705+26.2% | $4,859-3.8% | $2,589+80.6% |
| Participant deferral / active EE | $6,347 | $7,093-10.5% | $7,760-18.2% | $4,291+47.9% |
| Admin fee / account holder | $469 | $1,267-62.9% | $10,767-95.6% | $1,588-70.4% |