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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 | $24,766 | $110,137-77.5% | $161,149-84.6% | $82,637-70.0% |
| Participation rate | 84.5% | 72.4%+12.2pp | 78.8%+5.7pp | 68.1%+16.5pp |
| Annual return | 19.71% | 20.69%-1.0pp | 21.16%-1.4pp | 53.51%-33.8pp |
| Employer contribution / active EE | $2,119 | $2,856-25.8% | $4,360-51.4% | $2,552-17.0% |
| Participant deferral / active EE | $3,764 | $4,575-17.7% | $6,153-38.8% | $4,126-8.8% |
| Admin fee / account holder | $2,250 | $9,467-76.2% | $15,194-85.2% | $7,339-69.3% |