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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 | $6,742 | $47,922-85.9% | $75,900-91.1% | $65,186-89.7% |
| Participation rate | 97.1% | 63.0%+34.1pp | 69.3%+27.8pp | 70.2%+26.9pp |
| Annual return | 54.56% | 24.12%+30.4pp | 30.73%+23.8pp | 29.39%+25.2pp |
| Employer contribution / active EE | $1,173 | $1,557-24.7% | $2,501-53.1% | $2,177-46.1% |
| Participant deferral / active EE | $2,715 | $2,550+6.5% | $3,604-24.7% | $3,514-22.7% |
| Admin fee / account holder | $433 | $532-18.6% | $5,421-92.0% | $847-48.9% |