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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 | $10,202 | $81,487-87.5% | $102,412-90.0% | $80,935-87.4% |
| Participation rate | 75.9% | 66.8%+9.1pp | 74.5%+1.4pp | 67.7%+8.3pp |
| Annual return | 12.94% | 25.60%-12.7pp | 24.94%-12.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,923 | $3,103-38.0% | $3,870-50.3% | $2,757-30.3% |
| Participant deferral / active EE | $3,078 | $3,871-20.5% | $5,060-39.2% | $4,299-28.4% |
| Admin fee / account holder | $700 | $6,717-89.6% | $8,388-91.7% | $6,924-89.9% |