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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 | $88,137-66.1% | $164,975-81.9% | $74,429-59.9% |
| Participation rate | 91.3% | 73.1%+18.2pp | 78.6%+12.7pp | 67.2%+24.1pp |
| Annual return | 14.57% | 17.13%-2.6pp | 70.12%-55.6pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $2,784 | $2,597+7.2% | $4,343-35.9% | $2,625+6.1% |
| Participant deferral / active EE | $4,377 | $4,501-2.7% | $6,033-27.5% | $4,348+0.7% |
| Admin fee / account holder | $1,949 | $2,231-12.6% | $12,688-84.6% | $1,944+0.3% |