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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 | $78,015-82.1% | $178,505-92.2% | $80,959-82.8% |
| Participation rate | 91.8% | 65.7%+26.1pp | 77.1%+14.6pp | 67.7%+24.1pp |
| Annual return | 11.06% | 18.10%-7.0pp | 27.16%-16.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,096 | $2,281-52.0% | $3,955-72.3% | $2,757-60.2% |
| Participant deferral / active EE | $2,456 | $4,406-44.2% | $6,280-60.9% | $4,300-42.9% |
| Admin fee / account holder | $3,208 | $7,160-55.2% | $10,428-69.2% | $6,925-53.7% |