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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 | $11,386 | $43,749-74.0% | $158,223-92.8% | $65,306-82.6% |
| Participation rate | 86.4% | 56.9%+29.5pp | 79.2%+7.2pp | 57.7%+28.8pp |
| Annual return | 45.00% | 19.41%+25.6pp | 52.09%-7.1pp | 21.94%+23.1pp |
| Employer contribution / active EE | $1,594 | $1,497+6.5% | $4,109-61.2% | $1,967-19.0% |
| Participant deferral / active EE | $2,925 | $2,019+44.9% | $5,467-46.5% | $2,959-1.2% |
| Admin fee / account holder | $2,464 | $1,930+27.7% | $16,047-84.6% | $3,480-29.2% |