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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 | $9,824 | $83,843-88.3% | $123,973-92.1% | $65,306-85.0% |
| Participation rate | 79.5% | 56.0%+23.6pp | 76.7%+2.9pp | 57.7%+21.9pp |
| Annual return | 166.13% | 19.87%+146.3pp | 388.13%-222.0pp | 21.94%+144.2pp |
| Employer contribution / active EE | $720 | $2,873-74.9% | $4,126-82.6% | $1,967-63.4% |
| Participant deferral / active EE | $2,150 | $2,997-28.2% | $5,247-59.0% | $2,959-27.3% |
| Admin fee / account holder | $916 | $4,735-80.7% | $11,799-92.2% | $3,480-73.7% |