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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 | $9,670 | $58,099-83.4% | $76,872-87.4% | $75,173-87.1% |
| Participation rate | 98.2% | 63.9%+34.3pp | 69.6%+28.6pp | 67.2%+31.0pp |
| Annual return | 16.65% | 26.71%-10.1pp | 37.90%-21.3pp | 160.72%-144.1pp |
| Employer contribution / active EE | $764 | $1,996-61.7% | $2,533-69.8% | $2,671-71.4% |
| Participant deferral / active EE | $1,763 | $2,999-41.2% | $3,832-54.0% | $4,126-57.3% |
| Admin fee / account holder | $502 | $4,778-89.5% | $5,476-90.8% | $5,651-91.1% |