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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 | $96,233-90.1% | $137,474-93.1% | $94,015-89.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 83.5%+16.5pp | 70.8%+29.2pp |
| Annual return | 20.17% | 16.05%+4.1pp | 11.53%+8.6pp | 17.84%+2.3pp |
| Employer contribution / active EE | $2,171 | $3,713-41.5% | $5,048-57.0% | $2,790-22.2% |
| Participant deferral / active EE | $3,230 | $5,018-35.6% | $6,155-47.5% | $4,249-24.0% |
| Admin fee / account holder | $664 | $7,029-90.6% | $10,602-93.7% | $8,951-92.6% |