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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 | $4,975 | $71,208-93.0% | $93,681-94.7% | $80,911-93.9% |
| Participation rate | 94.6% | 60.4%+34.2pp | 68.7%+25.8pp | 67.6%+26.9pp |
| Annual return | 37.65% | 11.27%+26.4pp | 133.47%-95.8pp | 35.63%+2.0pp |
| Employer contribution / active EE | $1,416 | $1,564-9.5% | $2,422-41.6% | $2,756-48.6% |
| Participant deferral / active EE | $3,464 | $4,035-14.1% | $4,415-21.5% | $4,297-19.4% |
| Admin fee / account holder | $3,019 | $6,951-56.6% | $8,290-63.6% | $6,935-56.5% |