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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 | $22,290 | $91,559-75.7% | $133,978-83.4% | $79,856-72.1% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.1pp | 69.6%+8.1pp |
| Annual return | 14.07% | 61.85%-47.8pp | 45.10%-31.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,888 | $2,384-20.8% | $3,919-51.8% | $2,471-23.6% |
| Participant deferral / active EE | $2,894 | $3,734-22.5% | $5,047-42.7% | $3,741-22.6% |
| Admin fee / account holder | $4,099 | $6,321-35.2% | $8,930-54.1% | $5,306-22.8% |