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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 | $26,145 | $87,059-70.0% | $105,608-75.2% | $80,925-67.7% |
| Participation rate | 95.9% | 70.4%+25.5pp | 75.3%+20.6pp | 67.7%+28.3pp |
| Annual return | 30.86% | 17.05%+13.8pp | 116.50%-85.6pp | 35.65%-4.8pp |
| Employer contribution / active EE | $1,076 | $2,396-55.1% | $3,167-66.0% | $2,756-61.0% |
| Participant deferral / active EE | $3,167 | $3,986-20.6% | $5,010-36.8% | $4,299-26.3% |
| Admin fee / account holder | $3,105 | $8,443-63.2% | $11,028-71.8% | $6,940-55.3% |