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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 | $20,494 | $89,370-77.1% | $141,197-85.5% | $72,976-71.9% |
| Participation rate | 86.9% | 75.1%+11.8pp | 82.5%+4.4pp | 69.5%+17.4pp |
| Annual return | 25.26% | 111.88%-86.6pp | 71.41%-46.1pp | 81.02%-55.8pp |
| Employer contribution / active EE | $1,829 | $3,115-41.3% | $4,736-61.4% | $2,440-25.0% |
| Participant deferral / active EE | $7,588 | $5,419+40.0% | $6,710+13.1% | $3,608+110.3% |
| Admin fee / account holder | $1,101 | $5,957-81.5% | $10,265-89.3% | $5,124-78.5% |