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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 | $2,971 | $57,590-94.8% | $86,233-96.6% | $82,448-96.4% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 24.10% | 22.41%+1.7pp | 61.39%-37.3pp | 41.64%-17.5pp |
| Employer contribution / active EE | $1,108 | $1,655-33.1% | $2,504-55.8% | $2,551-56.6% |
| Participant deferral / active EE | $1,360 | $3,080-55.8% | $4,559-70.2% | $4,139-67.1% |
| Admin fee / account holder | $430 | $4,730-90.9% | $8,342-94.8% | $7,234-94.1% |