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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 | $23,095 | $106,749-78.4% | $145,433-84.1% | $82,448-72.0% |
| Participation rate | 88.0% | 75.6%+12.4pp | 82.1%+5.9pp | 68.1%+19.9pp |
| Annual return | 24.12% | 27.59%-3.5pp | 66.58%-42.5pp | 41.64%-17.5pp |
| Employer contribution / active EE | $3,147 | $3,444-8.6% | $4,554-30.9% | $2,551+23.4% |
| Participant deferral / active EE | $8,095 | $6,519+24.2% | $7,897+2.5% | $4,139+95.6% |
| Admin fee / account holder | $452 | $8,390-94.6% | $13,129-96.6% | $7,234-93.8% |