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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 | $19,784 | $106,749-81.5% | $145,433-86.4% | $82,448-76.0% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.4pp |
| Annual return | 28.24% | 27.59%+0.6pp | 66.58%-38.3pp | 41.64%-13.4pp |
| Employer contribution / active EE | $1,446 | $3,444-58.0% | $4,554-68.3% | $2,551-43.3% |
| Participant deferral / active EE | $3,990 | $6,519-38.8% | $7,897-49.5% | $4,139-3.6% |
| Admin fee / account holder | $1,123 | $8,390-86.6% | $13,129-91.4% | $7,234-84.5% |