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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 | $15,461 | $71,873-78.5% | $86,698-82.2% | $68,490-77.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.13% | 3.54%-14.7pp | 35.96%-47.1pp | -7.85%-3.3pp |
| Employer contribution / active EE | $2,482 | $2,173+14.2% | $2,837-12.5% | $2,597-4.4% |
| Participant deferral / active EE | $2,875 | $3,779-23.9% | $4,656-38.3% | $4,028-28.6% |
| Admin fee / account holder | $446 | $6,110-92.7% | $7,492-94.0% | $5,403-91.7% |