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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 | $106,864-80.2% | $147,318-85.6% | $82,637-74.4% |
| Participation rate | 77.6% | 75.5%+2.1pp | 82.1%-4.4pp | 68.1%+9.6pp |
| Annual return | 27.29% | 27.49%-0.2pp | 70.43%-43.1pp | 53.51%-26.2pp |
| Employer contribution / active EE | $1,750 | $3,417-48.8% | $4,593-61.9% | $2,552-31.4% |
| Participant deferral / active EE | $5,000 | $6,496-23.0% | $7,906-36.8% | $4,126+21.2% |
| Admin fee / account holder | $513 | $8,415-93.9% | $13,708-96.3% | $7,339-93.0% |