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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 | $23,476 | $69,977-66.5% | $108,582-78.4% | $62,881-62.7% |
| Participation rate | 99.0% | 72.9%+26.1pp | 79.6%+19.4pp | 69.3%+29.7pp |
| Annual return | 7.78% | 10.73%-3.0pp | -51.70%+59.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,728 | $2,135-19.1% | $3,758-54.0% | $2,281-24.2% |
| Participant deferral / active EE | $1,547 | $3,165-51.1% | $4,311-64.1% | $3,203-51.7% |
| Admin fee / account holder | $697 | $5,076-86.3% | $7,645-90.9% | $4,296-83.8% |