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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 | $8,772 | $91,179-90.4% | $178,499-95.1% | $79,852-89.0% |
| Participation rate | 84.5% | 69.2%+15.3pp | 81.9%+2.6pp | 69.6%+14.9pp |
| Annual return | 12.09% | 24.19%-12.1pp | 151.10%-139.0pp | 31.72%-19.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,817 | $3,236-43.8% | $5,202-65.1% | $3,740-51.4% |
| Admin fee / account holder | $1,697 | $6,749-74.9% | $13,986-87.9% | $5,306-68.0% |