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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 | $5,493 | $56,339-90.2% | $104,301-94.7% | $68,486-92.0% |
| Participation rate | 96.8% | 63.3%+33.5pp | 73.3%+23.5pp | 67.9%+28.9pp |
| Annual return | -18.94% | -9.19%-9.8pp | 24.61%-43.6pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,103 | $1,960+7.3% | $3,373-37.6% | $2,597-19.0% |
| Participant deferral / active EE | $4,407 | $3,077+43.2% | $4,626-4.7% | $4,028+9.4% |
| Admin fee / account holder | $1,424 | $4,902-71.0% | $7,340-80.6% | $5,404-73.7% |