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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 | $21,968 | $106,864-79.4% | $147,318-85.1% | $82,637-73.4% |
| Participation rate | 96.6% | 75.5%+21.0pp | 82.1%+14.5pp | 68.1%+28.5pp |
| Annual return | 19.88% | 27.49%-7.6pp | 70.43%-50.6pp | 53.51%-33.6pp |
| Employer contribution / active EE | $3,144 | $3,417-8.0% | $4,593-31.5% | $2,552+23.2% |
| Participant deferral / active EE | $5,165 | $6,496-20.5% | $7,906-34.7% | $4,126+25.2% |
| Admin fee / account holder | $756 | $8,415-91.0% | $13,708-94.5% | $7,339-89.7% |