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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 | $95,904-67.1% | $173,730-81.9% | $64,340-51.0% |
| Participation rate | 97.5% | 60.6%+36.8pp | 79.6%+17.9pp | 55.2%+42.2pp |
| Annual return | 18.27% | 17.47%+0.8pp | 19.96%-1.7pp | 24.14%-5.9pp |
| Employer contribution / active EE | $2,410 | $2,323+3.8% | $4,577-47.4% | $1,862+29.5% |
| Participant deferral / active EE | $3,582 | $3,488+2.7% | $6,326-43.4% | $2,980+20.2% |
| Admin fee / account holder | $1,107 | $5,089-78.3% | $17,523-93.7% | $3,703-70.1% |