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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 | $5,247 | $45,312-88.4% | $86,233-93.9% | $67,986-92.3% |
| Participation rate | 76.1% | 42.4%+33.7pp | 69.0%+7.1pp | 57.2%+18.9pp |
| Annual return | 34.52% | 24.79%+9.7pp | 61.39%-26.9pp | 31.67%+2.9pp |
| Employer contribution / active EE | $656 | $1,160-43.4% | $2,504-73.8% | $2,019-67.5% |
| Participant deferral / active EE | $989 | $2,185-54.7% | $4,559-78.3% | $3,358-70.6% |
| Admin fee / account holder | $425 | $3,295-87.1% | $8,342-94.9% | $3,203-86.7% |