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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 | $6,580 | $35,986-81.7% | $77,513-91.5% | $73,493-91.0% |
| Participation rate | 79.0% | 40.8%+38.2pp | 54.2%+24.8pp | 70.7%+8.3pp |
| Annual return | 19.39% | 19.26%+0.1pp | 54.81%-35.4pp | 28.51%-9.1pp |
| Employer contribution / active EE | $801 | $557+43.6% | $987-18.9% | $2,270-64.7% |
| Participant deferral / active EE | $1,110 | $1,198-7.3% | $1,861-40.4% | $3,740-70.3% |
| Admin fee / account holder | $525 | $466+12.7% | $2,859-81.6% | $513+2.3% |