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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 | $12,527 | $46,072-72.8% | $69,779-82.0% | $55,167-77.3% |
| Participation rate | 81.7% | 67.5%+14.3pp | 71.8%+9.9pp | 69.0%+12.7pp |
| Annual return | 30.61% | 8.68%+21.9pp | 12.99%+17.6pp | 169.23%-138.6pp |
| Employer contribution / active EE | $1,881 | $1,500+25.4% | $2,338-19.6% | $1,963-4.2% |
| Participant deferral / active EE | $2,036 | $2,344-13.1% | $2,931-30.5% | $3,054-33.3% |
| Admin fee / account holder | $2,796 | $428+553.8% | $4,381-36.2% | $504+454.8% |