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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 | $9,507 | $90,674-89.5% | $96,707-90.2% | $82,448-88.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 20.17% | 49.05%-28.9pp | 34.78%-14.6pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,171 | $3,975-45.4% | $4,191-48.2% | $2,551-14.9% |
| Participant deferral / active EE | $3,230 | $5,696-43.3% | $5,997-46.1% | $4,139-22.0% |
| Admin fee / account holder | $664 | $7,568-91.2% | $7,503-91.2% | $7,234-90.8% |