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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 | $21,545 | $86,922-75.2% | $102,438-79.0% | $80,874-73.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.08% | 18.90%-5.8pp | 29.37%-16.3pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,894 | $2,369+22.2% | $3,024-4.3% | $2,756+5.0% |
| Participant deferral / active EE | $4,372 | $4,119+6.2% | $5,054-13.5% | $4,297+1.8% |
| Admin fee / account holder | $4,373 | $8,050-45.7% | $9,448-53.7% | $6,935-36.9% |