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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 | $10,397 | $78,607-86.8% | $105,624-90.2% | $74,478-86.0% |
| Participation rate | 70.4% | 72.8%-2.4pp | 75.3%-4.9pp | 67.2%+3.1pp |
| Annual return | 17.38% | 15.96%+1.4pp | 116.20%-98.8pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $1,551 | $2,523-38.5% | $3,168-51.0% | $2,626-40.9% |
| Participant deferral / active EE | $2,186 | $4,325-49.5% | $5,013-56.4% | $4,350-49.7% |
| Admin fee / account holder | $738 | $2,220-66.8% | $10,961-93.3% | $1,946-62.1% |