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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 | $1,335 | $75,541-98.2% | $152,093-99.1% | $82,637-98.4% |
| Participation rate | 81.9% | 66.5%+15.4pp | 77.8%+4.2pp | 68.1%+13.9pp |
| Annual return | 15.34% | 32.56%-17.2pp | 66.36%-51.0pp | 53.51%-38.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $848 | $3,206-73.5% | $5,451-84.4% | $4,126-79.4% |
| Admin fee / account holder | $402 | $6,405-93.7% | $14,497-97.2% | $7,339-94.5% |