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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 | $20,592 | $87,733-76.5% | $106,551-80.7% | $85,856-76.0% |
| Participation rate | 97.4% | 71.9%+25.5pp | 76.1%+21.3pp | 69.3%+28.1pp |
| Annual return | 13.13% | 21.86%-8.7pp | 26.80%-13.7pp | 318.58%-305.5pp |
| Employer contribution / active EE | $1,337 | $2,073-35.5% | $2,819-52.6% | $2,565-47.9% |
| Participant deferral / active EE | $3,737 | $3,469+7.7% | $4,398-15.0% | $3,952-5.4% |
| Admin fee / account holder | $4,626 | $6,767-31.6% | $7,408-37.6% | $6,261-26.1% |