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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 | $20,142 | $85,515-76.4% | $112,040-82.0% | $67,986-70.4% |
| Participation rate | 94.2% | 68.2%+26.0pp | 76.5%+17.7pp | 57.2%+37.0pp |
| Annual return | 39.94% | 29.68%+10.3pp | 24.52%+15.4pp | 31.67%+8.3pp |
| Employer contribution / active EE | $2,469 | $2,191+12.7% | $2,954-16.4% | $2,019+22.3% |
| Participant deferral / active EE | $6,085 | $4,014+51.6% | $5,098+19.4% | $3,358+81.2% |
| Admin fee / account holder | $1,751 | $3,774-53.6% | $12,098-85.5% | $3,203-45.3% |