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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 | $6,908 | $80,992-91.5% | $96,534-92.8% | $75,173-90.8% |
| Participation rate | 88.7% | 71.8%+16.9pp | 76.0%+12.7pp | 67.2%+21.5pp |
| Annual return | 49.45% | 27.05%+22.4pp | 25.88%+23.6pp | 160.72%-111.3pp |
| Employer contribution / active EE | $727 | $2,283-68.1% | $2,965-75.5% | $2,671-72.8% |
| Participant deferral / active EE | $1,995 | $3,929-49.2% | $4,851-58.9% | $4,126-51.6% |
| Admin fee / account holder | $4,035 | $6,717-39.9% | $8,253-51.1% | $5,651-28.6% |