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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 | $1,352 | $24,891-94.6% | $69,460-98.1% | $74,400-98.2% |
| Participation rate | 77.5% | 63.4%+14.0pp | 66.4%+11.0pp | 67.2%+10.3pp |
| Annual return | 258.32% | 18.53%+239.8pp | 100.80%+157.5pp | 1367.51%-1109.2pp |
| Employer contribution / active EE | $445 | $1,005-55.7% | $1,714-74.0% | $2,624-83.0% |
| Participant deferral / active EE | $1,005 | $1,908-47.3% | $2,890-65.2% | $4,348-76.9% |
| Admin fee / account holder | $321 | $1,904-83.2% | $4,695-93.2% | $1,944-83.5% |