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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 | $48,050-83.2% | $96,754-91.7% | $64,340-87.5% |
| Participation rate | 89.0% | 40.6%+48.4pp | 70.3%+18.7pp | 55.2%+33.7pp |
| Annual return | 23.12% | 23.41%-0.3pp | 82.04%-58.9pp | 24.14%-1.0pp |
| Employer contribution / active EE | $1,146 | $1,204-4.8% | $2,679-57.2% | $1,862-38.4% |
| Participant deferral / active EE | $2,302 | $2,191+5.1% | $4,758-51.6% | $2,980-22.7% |
| Admin fee / account holder | $740 | $3,741-80.2% | $8,905-91.7% | $3,703-80.0% |