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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 | $20,567 | $73,102-71.9% | $123,553-83.4% | $56,289-63.5% |
| Participation rate | 94.0% | 74.3%+19.7pp | 82.3%+11.7pp | 69.9%+24.1pp |
| Annual return | 36.51% | 3.01%+33.5pp | 119.21%-82.7pp | -9.96%+46.5pp |
| Employer contribution / active EE | $3,403 | $2,977+14.3% | $4,628-26.5% | $2,111+61.2% |
| Participant deferral / active EE | $7,377 | $5,423+36.0% | $6,426+14.8% | $3,350+120.2% |
| Admin fee / account holder | $1,543 | $554+178.7% | $9,284-83.4% | $521+196.2% |