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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 | $8,502 | $50,947-83.3% | $74,551-88.6% | $64,173-86.8% |
| Participation rate | 90.7% | 61.1%+29.7pp | 69.1%+21.6pp | 69.6%+21.2pp |
| Annual return | -6.18% | -1.85%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $914 | $1,115-18.1% | $1,961-53.4% | $2,381-61.6% |
| Participant deferral / active EE | $1,554 | $2,302-32.5% | $3,108-50.0% | $3,470-55.2% |
| Admin fee / account holder | $442 | $4,221-89.5% | $5,059-91.3% | $4,887-91.0% |