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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 | $4,677 | $66,319-92.9% | $93,614-95.0% | $65,185-92.8% |
| Participation rate | 80.5% | 74.0%+6.5pp | 75.8%+4.7pp | 70.2%+10.3pp |
| Annual return | 31.98% | 42.59%-10.6pp | 32.76%-0.8pp | 29.38%+2.6pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,591 | $3,343-22.5% | $4,069-36.3% | $3,514-26.3% |
| Admin fee / account holder | $826 | $6,900-88.0% | $7,889-89.5% | $847-2.5% |