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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 | $29,847 | $88,186-66.2% | $165,071-81.9% | $74,459-59.9% |
| Participation rate | 91.3% | 73.1%+18.1pp | 78.6%+12.6pp | 67.2%+24.0pp |
| Annual return | 14.57% | 17.13%-2.6pp | 70.17%-55.6pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $2,784 | $2,600+7.1% | $4,347-36.0% | $2,626+6.0% |
| Participant deferral / active EE | $4,377 | $4,505-2.8% | $6,035-27.5% | $4,350+0.6% |
| Admin fee / account holder | $1,949 | $2,234-12.7% | $12,695-84.6% | $1,945+0.2% |