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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 | $12,905 | $67,595-80.9% | $186,193-93.1% | $64,340-79.9% |
| Participation rate | 89.5% | 51.9%+37.6pp | 77.1%+12.4pp | 55.2%+34.3pp |
| Annual return | 25.91% | 17.46%+8.5pp | 78.03%-52.1pp | 24.14%+1.8pp |
| Employer contribution / active EE | $2,613 | $1,513+72.7% | $3,918-33.3% | $1,862+40.4% |
| Participant deferral / active EE | $3,605 | $3,023+19.2% | $6,513-44.7% | $2,980+20.9% |
| Admin fee / account holder | $859 | $5,311-83.8% | $11,058-92.2% | $3,703-76.8% |