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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 | $12,686 | $85,515-85.2% | $112,040-88.7% | $67,986-81.3% |
| Participation rate | 93.3% | 68.2%+25.1pp | 76.5%+16.8pp | 57.2%+36.1pp |
| Annual return | 18.49% | 29.68%-11.2pp | 24.52%-6.0pp | 31.67%-13.2pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,056 | $4,014-48.8% | $5,098-59.7% | $3,358-38.8% |
| Admin fee / account holder | $512 | $3,774-86.4% | $12,098-95.8% | $3,203-84.0% |