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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 | $7,773 | $81,487-90.5% | $102,412-92.4% | $80,935-90.4% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.7%+28.3pp |
| Annual return | 13.35% | 25.60%-12.2pp | 24.94%-11.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,254 | $3,103-59.6% | $3,870-67.6% | $2,757-54.5% |
| Participant deferral / active EE | $2,822 | $3,871-27.1% | $5,060-44.2% | $4,299-34.4% |
| Admin fee / account holder | $944 | $6,717-86.0% | $8,388-88.8% | $6,924-86.4% |