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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 | $6,784 | $47,479-85.7% | $62,929-89.2% | $82,448-91.8% |
| Participation rate | 88.8% | 66.9%+21.9pp | 73.1%+15.7pp | 68.1%+20.7pp |
| Annual return | 26.76% | 20.34%+6.4pp | 1063.93%-1037.2pp | 41.64%-14.9pp |
| Employer contribution / active EE | $1,575 | $1,885-16.5% | $2,505-37.1% | $2,551-38.3% |
| Participant deferral / active EE | $2,526 | $2,870-12.0% | $3,888-35.0% | $4,139-39.0% |
| Admin fee / account holder | $588 | $3,804-84.5% | $5,065-88.4% | $7,234-91.9% |