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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 | $14,637 | $70,435-79.2% | $96,575-84.8% | $85,856-83.0% |
| Participation rate | 94.2% | 61.8%+32.4pp | 69.8%+24.4pp | 69.3%+24.9pp |
| Annual return | 20.91% | 18.59%+2.3pp | 37.79%-16.9pp | 318.58%-297.7pp |
| Employer contribution / active EE | $3,345 | $1,413+136.7% | $2,357+41.9% | $2,565+30.4% |
| Participant deferral / active EE | $6,294 | $2,894+117.5% | $3,849+63.5% | $3,952+59.3% |
| Admin fee / account holder | $1,535 | $4,997-69.3% | $6,182-75.2% | $6,261-75.5% |