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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 | $35,316 | $97,550-63.8% | $120,344-70.7% | $87,485-59.6% |
| Participation rate | 95.8% | 72.8%+23.0pp | 76.7%+19.1pp | 68.9%+26.9pp |
| Annual return | 35.12% | 18.41%+16.7pp | 20.30%+14.8pp | 26.06%+9.1pp |
| Employer contribution / active EE | $3,942 | $2,291+72.1% | $3,020+30.5% | $2,596+51.8% |
| Participant deferral / active EE | $7,244 | $4,230+71.3% | $5,135+41.1% | $4,274+69.5% |
| Admin fee / account holder | $11,131 | $9,543+16.6% | $12,742-12.6% | $7,775+43.2% |