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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 | $66,673-80.6% | $203,872-93.7% | $65,306-80.2% |
| Participation rate | 89.5% | 53.8%+35.7pp | 77.8%+11.7pp | 57.7%+31.9pp |
| Annual return | 25.91% | 15.81%+10.1pp | 85.11%-59.2pp | 21.94%+4.0pp |
| Employer contribution / active EE | $2,613 | $1,702+53.6% | $3,757-30.5% | $1,967+32.8% |
| Participant deferral / active EE | $3,605 | $2,944+22.4% | $6,388-43.6% | $2,959+21.8% |
| Admin fee / account holder | $859 | $5,686-84.9% | $11,730-92.7% | $3,480-75.3% |