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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 | $10,451 | $55,636-81.2% | $81,988-87.3% | $73,493-85.8% |
| Participation rate | 74.0% | 62.3%+11.7pp | 69.3%+4.8pp | 70.7%+3.4pp |
| Annual return | 28.23% | 19.07%+9.2pp | 41.31%-13.1pp | 28.51%-0.3pp |
| Employer contribution / active EE | $1,608 | $1,625-1.0% | $2,498-35.6% | $2,270-29.2% |
| Participant deferral / active EE | $2,976 | $2,762+7.7% | $3,722-20.0% | $3,740-20.4% |
| Admin fee / account holder | $956 | $493+94.0% | $5,665-83.1% | $513+86.3% |