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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 | $19,244 | $81,870-76.5% | $119,634-83.9% | $68,490-71.9% |
| Participation rate | 97.5% | 71.9%+25.6pp | 79.3%+18.2pp | 67.9%+29.6pp |
| Annual return | -11.25% | -23.82%+12.6pp | -14.98%+3.7pp | -7.85%-3.4pp |
| Employer contribution / active EE | $6,425 | $2,692+138.7% | $4,232+51.8% | $2,597+147.4% |
| Participant deferral / active EE | $6,770 | $4,148+63.2% | $5,601+20.9% | $4,028+68.1% |
| Admin fee / account holder | $2,189 | $6,583-66.7% | $10,329-78.8% | $5,403-59.5% |