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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 | $3,619 | $45,312-92.0% | $86,233-95.8% | $67,986-94.7% |
| Participation rate | 71.8% | 42.4%+29.4pp | 69.0%+2.8pp | 57.2%+14.6pp |
| Annual return | 26.31% | 24.79%+1.5pp | 61.39%-35.1pp | 31.67%-5.4pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,537 | $2,185-29.6% | $4,559-66.3% | $3,358-54.2% |
| Admin fee / account holder | $310 | $3,295-90.6% | $8,342-96.3% | $3,203-90.3% |