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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 | $19,500 | $125,797-84.5% | $170,043-88.5% | $75,173-74.1% |
| Participation rate | 93.2% | 83.6%+9.6pp | 87.0%+6.2pp | 67.2%+26.0pp |
| Annual return | 18.21% | 27.20%-9.0pp | 53.40%-35.2pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,926 | $4,616-58.3% | $6,790-71.6% | $2,671-27.9% |
| Participant deferral / active EE | $3,887 | $6,838-43.2% | $10,410-62.7% | $4,126-5.8% |
| Admin fee / account holder | $1,337 | $8,177-83.6% | $12,824-89.6% | $5,651-76.3% |