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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 | $6,345 | $48,011-86.8% | $63,803-90.1% | $82,637-92.3% |
| Participation rate | 86.4% | 66.6%+19.8pp | 72.7%+13.7pp | 68.1%+18.3pp |
| Annual return | 19.79% | 19.84%-0.1pp | 543.72%-523.9pp | 53.51%-33.7pp |
| Employer contribution / active EE | $1,644 | $1,904-13.6% | $2,532-35.1% | $2,552-35.6% |
| Participant deferral / active EE | $891 | $2,846-68.7% | $3,843-76.8% | $4,126-78.4% |
| Admin fee / account holder | $388 | $3,873-90.0% | $5,196-92.5% | $7,339-94.7% |