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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 | $16,180 | $73,787-78.1% | $98,716-83.6% | $82,448-80.4% |
| Participation rate | 81.2% | 61.4%+19.8pp | 69.3%+11.9pp | 68.1%+13.1pp |
| Annual return | 17.95% | 18.57%-0.6pp | 31.81%-13.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,138 | $1,511+41.4% | $2,279-6.2% | $2,551-16.2% |
| Participant deferral / active EE | $2,033 | $3,081-34.0% | $4,048-49.8% | $4,139-50.9% |
| Admin fee / account holder | $526 | $6,500-91.9% | $8,703-94.0% | $7,234-92.7% |