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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,290 | $88,672-68.1% | $105,223-73.1% | $82,448-65.7% |
| Participation rate | 87.9% | 67.9%+20.0pp | 75.0%+12.8pp | 68.1%+19.8pp |
| Annual return | 10.05% | 30.86%-20.8pp | 180.65%-170.6pp | 41.64%-31.6pp |
| Employer contribution / active EE | $15,173 | $3,048+397.8% | $3,689+311.4% | $2,551+494.8% |
| Participant deferral / active EE | $1,971 | $4,036-51.2% | $5,072-61.1% | $4,139-52.4% |
| Admin fee / account holder | $11,484 | $7,146+60.7% | $8,859+29.6% | $7,234+58.7% |