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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 | $80,332-87.8% | $107,187-90.8% | $64,097-84.7% |
| Participation rate | 79.5% | 54.4%+25.1pp | 75.0%+4.5pp | 55.2%+24.3pp |
| Annual return | 166.13% | 24.26%+141.9pp | 204.55%-38.4pp | 34.64%+131.5pp |
| Employer contribution / active EE | $720 | $2,501-71.2% | $3,782-81.0% | $1,891-61.9% |
| Participant deferral / active EE | $2,150 | $3,109-30.8% | $5,096-57.8% | $3,080-30.2% |
| Admin fee / account holder | $916 | $4,314-78.8% | $9,162-90.0% | $3,454-73.5% |