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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 | $18,711 | $93,598-80.0% | $135,974-86.2% | $75,173-75.1% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 19.08% | 30.89%-11.8pp | 68.30%-49.2pp | 160.72%-141.6pp |
| Employer contribution / active EE | $2,137 | $3,538-39.6% | $4,859-56.0% | $2,671-20.0% |
| Participant deferral / active EE | $4,256 | $6,405-33.6% | $7,760-45.2% | $4,126+3.1% |
| Admin fee / account holder | $1,064 | $6,978-84.8% | $10,767-90.1% | $5,651-81.2% |