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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 | $6,372 | $82,879-92.3% | $96,576-93.4% | $67,986-90.6% |
| Participation rate | 81.3% | 75.2%+6.1pp | 81.4%-0.2pp | 57.2%+24.1pp |
| Annual return | 17.75% | 36.90%-19.1pp | 38.47%-20.7pp | 31.67%-13.9pp |
| Employer contribution / active EE | $1,283 | $2,727-52.9% | $3,553-63.9% | $2,019-36.4% |
| Participant deferral / active EE | $4,060 | $6,976-41.8% | $7,956-49.0% | $3,358+20.9% |
| Admin fee / account holder | $1,701 | $2,783-38.9% | $11,381-85.1% | $3,203-46.9% |