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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 | $6,410 | $55,932-88.5% | $76,735-91.6% | $67,986-90.6% |
| Participation rate | 79.2% | 50.8%+28.4pp | 69.5%+9.7pp | 57.2%+22.0pp |
| Annual return | 25.47% | 23.10%+2.4pp | 29.77%-4.3pp | 31.67%-6.2pp |
| Employer contribution / active EE | $797 | $1,487-46.4% | $2,454-67.5% | $2,019-60.5% |
| Participant deferral / active EE | $1,733 | $2,558-32.2% | $4,088-57.6% | $3,358-48.4% |
| Admin fee / account holder | $1,220 | $4,907-75.1% | $7,189-83.0% | $3,203-61.9% |