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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 | $3,356 | $32,037-89.5% | $69,182-95.1% | $62,881-94.7% |
| Participation rate | 76.9% | 43.4%+33.5pp | 55.1%+21.8pp | 69.3%+7.6pp |
| Annual return | 4.57% | 15.16%-10.6pp | -21.93%+26.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $892 | $1,185-24.8% | $1,897-53.0% | $3,203-72.2% |
| Admin fee / account holder | $323 | $2,608-87.6% | $2,697-88.0% | $4,296-92.5% |