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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 | $24,795 | $78,483-68.4% | $106,201-76.7% | $74,546-66.7% |
| Participation rate | 96.8% | 72.8%+24.0pp | 75.3%+21.5pp | 67.2%+29.6pp |
| Annual return | 11.76% | 15.94%-4.2pp | 116.26%-104.5pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $1,660 | $2,522-34.2% | $3,170-47.6% | $2,624-36.8% |
| Participant deferral / active EE | $2,945 | $4,320-31.8% | $5,012-41.2% | $4,347-32.3% |
| Admin fee / account holder | $6,374 | $2,236+185.1% | $11,039-42.3% | $1,944+228.0% |