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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 | $13,103 | $138,386-90.5% | $184,260-92.9% | $80,935-83.8% |
| Participation rate | 98.4% | 83.9%+14.5pp | 86.8%+11.6pp | 67.7%+30.7pp |
| Annual return | 22.77% | 20.02%+2.8pp | 28.84%-6.1pp | 35.66%-12.9pp |
| Employer contribution / active EE | $2,186 | $4,851-54.9% | $6,427-66.0% | $2,757-20.7% |
| Participant deferral / active EE | $4,242 | $7,076-40.0% | $9,133-53.5% | $4,299-1.3% |
| Admin fee / account holder | $2,972 | $10,489-71.7% | $13,898-78.6% | $6,924-57.1% |