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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 | $20,480 | $73,102-72.0% | $123,552-83.4% | $56,287-63.6% |
| Participation rate | 86.8% | 74.3%+12.4pp | 82.3%+4.5pp | 69.9%+16.9pp |
| Annual return | 1.14% | 3.01%-1.9pp | 119.20%-118.1pp | -9.96%+11.1pp |
| Employer contribution / active EE | $6,791 | $2,977+128.1% | $4,628+46.7% | $2,111+221.7% |
| Participant deferral / active EE | $8,593 | $5,423+58.5% | $6,426+33.7% | $3,350+156.5% |
| Admin fee / account holder | $763 | $554+37.8% | $9,285-91.8% | $521+46.4% |