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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 | $18,241 | $82,133-77.8% | $147,318-87.6% | $64,097-71.5% |
| Participation rate | 76.9% | 62.3%+14.6pp | 82.1%-5.2pp | 55.2%+21.7pp |
| Annual return | 21.96% | 78.78%-56.8pp | 70.43%-48.5pp | 34.64%-12.7pp |
| Employer contribution / active EE | $1,968 | $2,872-31.5% | $4,593-57.2% | $1,891+4.0% |
| Participant deferral / active EE | $5,216 | $5,407-3.5% | $7,906-34.0% | $3,080+69.4% |
| Admin fee / account holder | $2,780 | $3,730-25.5% | $13,708-79.7% | $3,454-19.5% |