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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 | $6,630 | $93,598-92.9% | $135,974-95.1% | $75,173-91.2% |
| Participation rate | 79.2% | 75.2%+4.0pp | 81.9%-2.8pp | 67.2%+12.0pp |
| Annual return | 19.54% | 30.89%-11.3pp | 68.30%-48.8pp | 160.72%-141.2pp |
| Employer contribution / active EE | $3,465 | $3,538-2.1% | $4,859-28.7% | $2,671+29.7% |
| Participant deferral / active EE | $5,195 | $6,405-18.9% | $7,760-33.1% | $4,126+25.9% |
| Admin fee / account holder | $1,009 | $6,978-85.5% | $10,767-90.6% | $5,651-82.1% |