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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 | $21,137 | $91,439-76.9% | $135,974-84.5% | $71,511-70.4% |
| Participation rate | 78.7% | 75.7%+3.0pp | 81.9%-3.2pp | 67.9%+10.7pp |
| Annual return | 21.89% | 29.90%-8.0pp | 68.30%-46.4pp | 28.86%-7.0pp |
| Employer contribution / active EE | $1,880 | $3,705-49.3% | $4,859-61.3% | $2,589-27.4% |
| Participant deferral / active EE | $4,330 | $7,093-39.0% | $7,760-44.2% | $4,291+0.9% |
| Admin fee / account holder | $884 | $1,267-30.2% | $10,767-91.8% | $1,588-44.3% |