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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 | $79,867-74.8% | $120,344-83.3% | $64,340-68.7% |
| Participation rate | 94.2% | 63.0%+31.3pp | 76.7%+17.5pp | 55.2%+39.0pp |
| Annual return | 39.94% | 21.10%+18.8pp | 20.30%+19.6pp | 24.14%+15.8pp |
| Employer contribution / active EE | $2,469 | $1,925+28.3% | $3,020-18.2% | $1,862+32.6% |
| Participant deferral / active EE | $6,085 | $3,593+69.3% | $5,135+18.5% | $2,980+104.2% |
| Admin fee / account holder | $1,751 | $5,039-65.3% | $12,742-86.3% | $3,703-52.7% |