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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 | $5,765 | $64,010-91.0% | $108,359-94.7% | $64,340-91.0% |
| Participation rate | 90.6% | 49.4%+41.2pp | 70.1%+20.4pp | 55.2%+35.3pp |
| Annual return | 20.42% | 19.74%+0.7pp | 36.89%-16.5pp | 24.14%-3.7pp |
| Employer contribution / active EE | $524 | $1,029-49.1% | $2,399-78.2% | $1,862-71.9% |
| Participant deferral / active EE | $1,310 | $2,395-45.3% | $4,137-68.3% | $2,980-56.0% |
| Admin fee / account holder | $796 | $4,885-83.7% | $9,741-91.8% | $3,703-78.5% |