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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 | $24,730 | $116,081-78.7% | $156,181-84.2% | $79,634-68.9% |
| Participation rate | 85.9% | 75.6%+10.3pp | 78.8%+7.0pp | 62.5%+23.4pp |
| Annual return | 84.58% | 15.89%+68.7pp | 64.87%+19.7pp | 36.46%+48.1pp |
| Employer contribution / active EE | $2,542 | $2,828-10.1% | $4,294-40.8% | $2,529+0.5% |
| Participant deferral / active EE | $4,874 | $4,584+6.3% | $6,132-20.5% | $3,835+27.1% |
| Admin fee / account holder | $1,078 | $854+26.2% | $14,586-92.6% | $1,002+7.6% |