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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 | $8,050 | $45,312-82.2% | $86,233-90.7% | $67,986-88.2% |
| Participation rate | 89.0% | 42.4%+46.6pp | 69.0%+20.0pp | 57.2%+31.8pp |
| Annual return | 23.12% | 24.79%-1.7pp | 61.39%-38.3pp | 31.67%-8.5pp |
| Employer contribution / active EE | $1,146 | $1,160-1.1% | $2,504-54.2% | $2,019-43.2% |
| Participant deferral / active EE | $2,302 | $2,185+5.4% | $4,559-49.5% | $3,358-31.4% |
| Admin fee / account holder | $740 | $3,295-77.5% | $8,342-91.1% | $3,203-76.9% |