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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 | $3,245 | $46,464-93.0% | $150,298-97.8% | $79,634-95.9% |
| Participation rate | 90.4% | 57.0%+33.5pp | 77.8%+12.7pp | 62.5%+28.0pp |
| Annual return | 27.68% | 27.89%-0.2pp | 62.79%-35.1pp | 36.46%-8.8pp |
| Employer contribution / active EE | $450 | $1,512-70.2% | $4,154-89.2% | $2,529-82.2% |
| Participant deferral / active EE | $1,419 | $2,157-34.2% | $5,453-74.0% | $3,835-63.0% |
| Admin fee / account holder | $350 | $891-60.7% | $14,116-97.5% | $1,002-65.1% |