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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 | $9,964 | $86,938-88.5% | $102,423-90.3% | $80,925-87.7% |
| Participation rate | 84.8% | 72.4%+12.4pp | 76.5%+8.3pp | 67.7%+17.1pp |
| Annual return | 15.22% | 18.89%-3.7pp | 29.42%-14.2pp | 35.65%-20.4pp |
| Employer contribution / active EE | $1,417 | $2,369-40.2% | $3,023-53.1% | $2,756-48.6% |
| Participant deferral / active EE | $3,403 | $4,120-17.4% | $5,054-32.7% | $4,299-20.8% |
| Admin fee / account holder | $1,578 | $8,053-80.4% | $9,455-83.3% | $6,940-77.3% |