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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 | $21,751 | $106,524-79.6% | $152,301-85.7% | $87,485-75.1% |
| Participation rate | 75.6% | 75.8%-0.1pp | 82.4%-6.8pp | 68.9%+6.7pp |
| Annual return | 15.48% | 26.89%-11.4pp | 80.50%-65.0pp | 26.06%-10.6pp |
| Employer contribution / active EE | $2,667 | $3,371-20.9% | $4,624-42.3% | $2,596+2.7% |
| Participant deferral / active EE | $3,001 | $6,525-54.0% | $8,004-62.5% | $4,274-29.8% |
| Admin fee / account holder | $761 | $8,287-90.8% | $14,398-94.7% | $7,775-90.2% |