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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 | $12,705 | $77,816-83.7% | $123,552-89.7% | $64,173-80.2% |
| Participation rate | 81.8% | 74.7%+7.1pp | 82.3%-0.5pp | 69.6%+12.2pp |
| Annual return | 8.30% | 12.49%-4.2pp | 119.20%-110.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $1,309 | $3,014-56.6% | $4,628-71.7% | $2,381-45.0% |
| Participant deferral / active EE | $3,634 | $5,240-30.6% | $6,426-43.4% | $3,470+4.8% |
| Admin fee / account holder | $2,122 | $5,519-61.6% | $9,285-77.1% | $4,887-56.6% |