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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 | $13,398 | $88,360-84.8% | $145,433-90.8% | $67,986-80.3% |
| Participation rate | 73.7% | 65.5%+8.2pp | 82.1%-8.4pp | 57.2%+16.5pp |
| Annual return | 124.44% | 63.15%+61.3pp | 66.58%+57.9pp | 31.67%+92.8pp |
| Employer contribution / active EE | $2,637 | $3,054-13.6% | $4,554-42.1% | $2,019+30.6% |
| Participant deferral / active EE | $4,389 | $5,932-26.0% | $7,897-44.4% | $3,358+30.7% |
| Admin fee / account holder | $1,243 | $3,313-62.5% | $13,129-90.5% | $3,203-61.2% |