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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 | $21,237 | $110,083-80.7% | $151,639-86.0% | $68,486-69.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.23% | -10.12%-7.1pp | 3.34%-20.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $5,347 | $4,470+19.6% | $6,165-13.3% | $2,597+105.9% |
| Participant deferral / active EE | $3,988 | $6,526-38.9% | $8,363-52.3% | $4,028-1.0% |
| Admin fee / account holder | $1,464 | $7,718-81.0% | $11,613-87.4% | $5,404-72.9% |