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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 | $31,425 | $81,334-61.4% | $113,397-72.3% | $64,097-51.0% |
| Participation rate | 71.0% | 65.6%+5.4pp | 76.5%-5.5pp | 55.2%+15.8pp |
| Annual return | 12.82% | 32.50%-19.7pp | 23.20%-10.4pp | 34.64%-21.8pp |
| Employer contribution / active EE | $5,526 | $2,077+166.1% | $2,977+85.6% | $1,891+192.2% |
| Participant deferral / active EE | $2,028 | $3,795-46.6% | $5,076-60.1% | $3,080-34.2% |
| Admin fee / account holder | $459 | $4,208-89.1% | $11,957-96.2% | $3,454-86.7% |