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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 | $10,822 | $47,448-77.2% | $94,993-88.6% | $62,293-82.6% |
| Participation rate | 73.1% | 66.5%+6.6pp | 73.9%-0.7pp | 69.5%+3.6pp |
| Annual return | 21.87% | 22.64%-0.8pp | 27.12%-5.3pp | 28.90%-7.0pp |
| Employer contribution / active EE | $1,276 | $1,300-1.9% | $2,603-51.0% | $2,042-37.5% |
| Participant deferral / active EE | $2,337 | $2,375-1.6% | $3,317-29.5% | $3,169-26.2% |
| Admin fee / account holder | $434 | $434-0.1% | $4,960-91.3% | $479-9.5% |