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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 | $4,232 | $52,581-92.0% | $130,788-96.8% | $64,340-93.4% |
| Participation rate | 77.5% | 46.5%+30.9pp | 70.1%+7.3pp | 55.2%+22.2pp |
| Annual return | 19.63% | 20.39%-0.8pp | 386.44%-366.8pp | 24.14%-4.5pp |
| Employer contribution / active EE | $521 | $1,031-49.5% | $3,558-85.4% | $1,862-72.0% |
| Participant deferral / active EE | $1,168 | $2,200-46.9% | $4,137-71.8% | $2,980-60.8% |
| Admin fee / account holder | $323 | $4,583-93.0% | $6,673-95.2% | $3,703-91.3% |