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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 | $8,048 | $93,617-91.4% | $135,982-94.1% | $75,177-89.3% |
| Participation rate | 91.8% | 75.2%+16.6pp | 81.9%+9.8pp | 67.2%+24.6pp |
| Annual return | 31.81% | 30.89%+0.9pp | 68.32%-36.5pp | 160.75%-128.9pp |
| Employer contribution / active EE | $2,346 | $3,538-33.7% | $4,859-51.7% | $2,671-12.2% |
| Participant deferral / active EE | $4,167 | $6,406-34.9% | $7,760-46.3% | $4,126+1.0% |
| Admin fee / account holder | $1,879 | $6,980-73.1% | $10,767-82.6% | $5,651-66.8% |