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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 | $22,290 | $63,456-64.9% | $100,712-77.9% | $64,097-65.2% |
| Participation rate | 82.6% | 49.7%+32.9pp | 69.3%+13.3pp | 55.2%+27.4pp |
| Annual return | 20.31% | 19.65%+0.7pp | 33.27%-13.0pp | 34.64%-14.3pp |
| Employer contribution / active EE | $1,023 | $1,003+2.0% | $2,313-55.8% | $1,891-45.9% |
| Participant deferral / active EE | $2,227 | $2,463-9.6% | $4,085-45.5% | $3,080-27.7% |
| Admin fee / account holder | $965 | $4,808-79.9% | $9,256-89.6% | $3,454-72.1% |