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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 | $3,905 | $49,657-92.1% | $93,063-95.8% | $67,986-94.3% |
| Participation rate | 95.1% | 49.9%+45.2pp | 72.1%+23.0pp | 57.2%+37.9pp |
| Annual return | 32.46% | 26.27%+6.2pp | 34.15%-1.7pp | 31.67%+0.8pp |
| Employer contribution / active EE | $1,249 | $1,279-2.3% | $2,476-49.6% | $2,019-38.1% |
| Participant deferral / active EE | $1,574 | $2,484-36.6% | $3,958-60.2% | $3,358-53.1% |
| Admin fee / account holder | $500 | $2,843-82.4% | $6,033-91.7% | $3,203-84.4% |