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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 | $9,856 | $61,391-83.9% | $149,723-93.4% | $71,529-86.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 23.99% | 35.88%-11.9pp | 134.50%-110.5pp | 28.97%-5.0pp |
| Employer contribution / active EE | $1,527 | $2,384-35.9% | $4,821-68.3% | $2,590-41.0% |
| Participant deferral / active EE | $3,316 | $2,921+13.5% | $5,682-41.7% | $4,291-22.7% |
| Admin fee / account holder | $627 | $1,264-50.4% | $13,215-95.3% | $1,588-60.5% |