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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 | $15,599 | $75,183-79.3% | $123,894-87.4% | $55,167-71.7% |
| Participation rate | 89.5% | 72.8%+16.7pp | 81.4%+8.1pp | 69.0%+20.5pp |
| Annual return | 31.09% | 19.01%+12.1pp | 47.52%-16.4pp | 169.23%-138.1pp |
| Employer contribution / active EE | $4,589 | $2,823+62.5% | $4,617-0.6% | $1,963+133.8% |
| Participant deferral / active EE | $4,150 | $5,084-18.4% | $5,984-30.6% | $3,054+35.9% |
| Admin fee / account holder | $777 | $663+17.2% | $8,357-90.7% | $504+54.1% |