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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 | $21,179 | $106,524-80.1% | $152,301-86.1% | $87,485-75.8% |
| Participation rate | 77.6% | 75.8%+1.9pp | 82.4%-4.8pp | 68.9%+8.7pp |
| Annual return | 27.29% | 26.89%+0.4pp | 80.50%-53.2pp | 26.06%+1.2pp |
| Employer contribution / active EE | $1,750 | $3,371-48.1% | $4,624-62.2% | $2,596-32.6% |
| Participant deferral / active EE | $5,000 | $6,525-23.4% | $8,004-37.5% | $4,274+17.0% |
| Admin fee / account holder | $513 | $8,287-93.8% | $14,398-96.4% | $7,775-93.4% |