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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 | $9,058 | $51,166-82.3% | $70,544-87.2% | $71,511-87.3% |
| Participation rate | 99.1% | 59.4%+39.7pp | 68.4%+30.7pp | 67.9%+31.2pp |
| Annual return | 33.28% | 42.71%-9.4pp | 32.79%+0.5pp | 28.86%+4.4pp |
| Employer contribution / active EE | $2,062 | $1,793+15.0% | $2,976-30.7% | $2,589-20.4% |
| Participant deferral / active EE | $2,920 | $3,031-3.6% | $4,568-36.1% | $4,291-31.9% |
| Admin fee / account holder | $443 | $2,000-77.8% | $6,427-93.1% | $1,588-72.1% |