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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 | $11,740 | $61,338-80.9% | $149,717-92.2% | $71,495-83.6% |
| Participation rate | 89.3% | 62.5%+26.8pp | 78.8%+10.5pp | 67.9%+21.4pp |
| Annual return | 18.22% | 35.86%-17.6pp | 134.41%-116.2pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,698 | $2,381-28.7% | $4,820-64.8% | $2,589-34.4% |
| Participant deferral / active EE | $2,011 | $2,919-31.1% | $5,682-64.6% | $4,291-53.1% |
| Admin fee / account holder | $715 | $1,263-43.4% | $13,213-94.6% | $1,588-55.0% |