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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 | $106,524-78.3% | $152,301-84.8% | $87,485-73.6% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.4%+5.6pp | 68.9%+19.1pp |
| Annual return | 24.12% | 26.89%-2.8pp | 80.50%-56.4pp | 26.06%-1.9pp |
| Employer contribution / active EE | $3,147 | $3,371-6.6% | $4,624-31.9% | $2,596+21.2% |
| Participant deferral / active EE | $8,095 | $6,525+24.1% | $8,004+1.1% | $4,274+89.4% |
| Admin fee / account holder | $452 | $8,287-94.6% | $14,398-96.9% | $7,775-94.2% |