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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 | $17,981 | $82,133-78.1% | $147,318-87.8% | $64,097-71.9% |
| Participation rate | 76.1% | 62.3%+13.8pp | 82.1%-6.0pp | 55.2%+20.9pp |
| Annual return | 20.84% | 78.78%-57.9pp | 70.43%-49.6pp | 34.64%-13.8pp |
| Employer contribution / active EE | $1,745 | $2,872-39.2% | $4,593-62.0% | $1,891-7.8% |
| Participant deferral / active EE | $2,994 | $5,407-44.6% | $7,906-62.1% | $3,080-2.8% |
| Admin fee / account holder | $1,349 | $3,730-63.8% | $13,708-90.2% | $3,454-61.0% |