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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 | $5,698 | $54,162-89.5% | $68,612-91.7% | $64,173-91.1% |
| Participation rate | 80.6% | 68.1%+12.5pp | 72.2%+8.4pp | 69.6%+11.0pp |
| Annual return | 23.89% | -1.62%+25.5pp | -4.63%+28.5pp | 7.63%+16.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,215 | $2,626+22.4% | $3,311-2.9% | $3,470-7.3% |
| Admin fee / account holder | $1,824 | $4,029-54.7% | $5,131-64.5% | $4,887-62.7% |