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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 | $8,054 | $73,978-89.1% | $96,515-91.7% | $75,173-89.3% |
| Participation rate | 89.6% | 66.4%+23.2pp | 74.3%+15.2pp | 67.2%+22.4pp |
| Annual return | 15.77% | 26.72%-11.0pp | 35.73%-20.0pp | 160.72%-144.9pp |
| Employer contribution / active EE | $778 | $2,931-73.5% | $3,740-79.2% | $2,671-70.9% |
| Participant deferral / active EE | $2,990 | $3,660-18.3% | $4,880-38.7% | $4,126-27.5% |
| Admin fee / account holder | $471 | $5,219-91.0% | $6,735-93.0% | $5,651-91.7% |