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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 | $78,636-68.5% | $105,607-76.5% | $74,459-66.7% |
| Participation rate | 96.8% | 72.8%+24.1pp | 75.3%+21.6pp | 67.2%+29.6pp |
| Annual return | 11.76% | 15.96%-4.2pp | 116.11%-104.3pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $1,660 | $2,523-34.2% | $3,167-47.6% | $2,626-36.8% |
| Participant deferral / active EE | $2,945 | $4,322-31.9% | $5,011-41.2% | $4,350-32.3% |
| Admin fee / account holder | $6,374 | $2,220+187.1% | $10,958-41.8% | $1,945+227.8% |