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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 | $19,094 | $73,978-74.2% | $96,515-80.2% | $75,173-74.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 21.90% | 26.72%-4.8pp | 35.73%-13.8pp | 160.72%-138.8pp |
| Employer contribution / active EE | $2,327 | $2,931-20.6% | $3,740-37.8% | $2,671-12.9% |
| Participant deferral / active EE | $3,510 | $3,660-4.1% | $4,880-28.1% | $4,126-14.9% |
| Admin fee / account holder | $1,084 | $5,219-79.2% | $6,735-83.9% | $5,651-80.8% |