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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 | $19,075 | $76,551-75.1% | $123,894-84.6% | $62,881-69.7% |
| Participation rate | 90.6% | 73.0%+17.6pp | 81.4%+9.2pp | 69.3%+21.3pp |
| Annual return | 6.75% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $6,676 | $2,882+131.6% | $4,617+44.6% | $2,281+192.7% |
| Participant deferral / active EE | $5,120 | $4,840+5.8% | $5,984-14.4% | $3,203+59.8% |
| Admin fee / account holder | $1,193 | $4,826-75.3% | $8,357-85.7% | $4,296-72.2% |