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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 | $77,574-79.1% | $108,753-85.1% | $86,983-81.4% |
| Participation rate | 81.2% | 62.3%+18.9pp | 71.1%+10.1pp | 69.5%+11.6pp |
| Annual return | 17.95% | 18.42%-0.5pp | 37.47%-19.5pp | 25.83%-7.9pp |
| Employer contribution / active EE | $2,138 | $1,611+32.7% | $2,427-11.9% | $2,584-17.3% |
| Participant deferral / active EE | $2,033 | $3,128-35.0% | $4,115-50.6% | $4,194-51.5% |
| Admin fee / account holder | $526 | $6,529-91.9% | $10,320-94.9% | $7,856-93.3% |