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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 | $9,521 | $87,132-89.1% | $105,624-91.0% | $80,959-88.2% |
| Participation rate | 92.0% | 70.4%+21.6pp | 75.3%+16.8pp | 67.7%+24.4pp |
| Annual return | 14.55% | 17.03%-2.5pp | 116.20%-101.7pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,013 | $2,397-57.7% | $3,168-68.0% | $2,757-63.3% |
| Participant deferral / active EE | $3,579 | $3,985-10.2% | $5,013-28.6% | $4,300-16.8% |
| Admin fee / account holder | $2,247 | $8,449-73.4% | $10,961-79.5% | $6,925-67.6% |