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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 | $10,357 | $53,546-80.7% | $69,884-85.2% | $68,486-84.9% |
| Participation rate | 81.5% | 64.5%+17.0pp | 70.5%+11.0pp | 67.9%+13.6pp |
| Annual return | -10.82% | -13.87%+3.1pp | 190.81%-201.6pp | -7.85%-3.0pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,293 | $2,957+79.0% | $3,848+37.5% | $4,028+31.4% |
| Admin fee / account holder | $781 | $4,693-83.4% | $6,266-87.5% | $5,404-85.5% |