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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 | $19,847 | $93,598-78.8% | $135,974-85.4% | $75,173-73.6% |
| Participation rate | 94.5% | 75.2%+19.3pp | 81.9%+12.6pp | 67.2%+27.3pp |
| Annual return | 33.87% | 30.89%+3.0pp | 68.30%-34.4pp | 160.72%-126.8pp |
| Employer contribution / active EE | $2,973 | $3,538-16.0% | $4,859-38.8% | $2,671+11.3% |
| Participant deferral / active EE | $7,141 | $6,405+11.5% | $7,760-8.0% | $4,126+73.1% |
| Admin fee / account holder | $2,691 | $6,978-61.4% | $10,767-75.0% | $5,651-52.4% |