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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 | $81,457-87.5% | $103,378-90.1% | $80,911-87.4% |
| Participation rate | 75.9% | 66.8%+9.1pp | 74.5%+1.4pp | 67.6%+8.3pp |
| Annual return | 12.94% | 25.58%-12.6pp | 24.91%-12.0pp | 35.63%-22.7pp |
| Employer contribution / active EE | $1,923 | $3,107-38.1% | $3,870-50.3% | $2,756-30.2% |
| Participant deferral / active EE | $3,078 | $3,871-20.5% | $5,058-39.1% | $4,297-28.4% |
| Admin fee / account holder | $700 | $6,717-89.6% | $8,401-91.7% | $6,935-89.9% |