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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 | $77,164-81.9% | $178,014-92.2% | $80,874-82.8% |
| Participation rate | 91.8% | 65.7%+26.1pp | 77.1%+14.7pp | 67.6%+24.1pp |
| Annual return | 11.06% | 18.09%-7.0pp | 294.80%-283.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,096 | $2,288-52.1% | $3,950-72.3% | $2,756-60.2% |
| Participant deferral / active EE | $2,456 | $4,408-44.3% | $6,276-60.9% | $4,297-42.8% |
| Admin fee / account holder | $3,208 | $7,164-55.2% | $10,362-69.0% | $6,935-53.7% |