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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 | $13,950 | $78,027-82.1% | $178,528-92.2% | $80,925-82.8% |
| Participation rate | 91.8% | 65.7%+26.1pp | 77.1%+14.7pp | 67.7%+24.1pp |
| Annual return | 11.06% | 18.09%-7.0pp | 27.11%-16.1pp | 35.65%-24.6pp |
| Employer contribution / active EE | $1,096 | $2,281-52.0% | $3,950-72.3% | $2,756-60.2% |
| Participant deferral / active EE | $2,456 | $4,408-44.3% | $6,278-60.9% | $4,299-42.9% |
| Admin fee / account holder | $3,208 | $7,168-55.2% | $10,419-69.2% | $6,940-53.8% |