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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 | $31,087 | $83,090-62.6% | $130,062-76.1% | $71,529-56.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 16.44% | 20.61%-4.2pp | -137.37%+153.8pp | 28.97%-12.5pp |
| Employer contribution / active EE | $2,941 | $2,624+12.1% | $4,322-31.9% | $2,590+13.6% |
| Participant deferral / active EE | $3,042 | $4,436-31.4% | $5,821-47.7% | $4,291-29.1% |
| Admin fee / account holder | $643 | $1,727-62.8% | $10,601-93.9% | $1,588-59.5% |