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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 | $31,528 | $91,760-65.6% | $156,181-79.8% | $67,986-53.6% |
| Participation rate | 97.5% | 65.0%+32.5pp | 78.8%+18.6pp | 57.2%+40.3pp |
| Annual return | 18.27% | 18.14%+0.1pp | 64.87%-46.6pp | 31.67%-13.4pp |
| Employer contribution / active EE | $2,410 | $2,419-0.4% | $4,294-43.9% | $2,019+19.4% |
| Participant deferral / active EE | $3,582 | $3,960-9.5% | $6,132-41.6% | $3,358+6.7% |
| Admin fee / account holder | $1,107 | $3,949-72.0% | $14,586-92.4% | $3,203-65.5% |