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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 | $16,983 | $85,766-80.2% | $136,298-87.5% | $70,126-75.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.82% | 31.46%-12.6pp | 5156.27%-5137.4pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,436 | $2,966-51.6% | $4,696-69.4% | $2,343-38.7% |
| Participant deferral / active EE | $2,692 | $5,051-46.7% | $6,247-56.9% | $3,332-19.2% |
| Admin fee / account holder | $2,070 | $5,421-61.8% | $9,244-77.6% | $4,645-55.4% |