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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 | $7,326 | $81,487-91.0% | $102,412-92.8% | $80,935-90.9% |
| Participation rate | 98.6% | 66.8%+31.8pp | 74.5%+24.1pp | 67.7%+31.0pp |
| Annual return | 11.95% | 25.60%-13.6pp | 24.94%-13.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,836 | $3,103-40.8% | $3,870-52.6% | $2,757-33.4% |
| Participant deferral / active EE | $2,472 | $3,871-36.1% | $5,060-51.1% | $4,299-42.5% |
| Admin fee / account holder | $1,074 | $6,717-84.0% | $8,388-87.2% | $6,924-84.5% |