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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 | $6,094 | $61,356-90.1% | $149,696-95.9% | $71,511-91.5% |
| Participation rate | 89.4% | 62.5%+26.9pp | 78.8%+10.6pp | 67.9%+21.5pp |
| Annual return | 31.03% | 35.86%-4.8pp | 134.46%-103.4pp | 28.86%+2.2pp |
| Employer contribution / active EE | $812 | $2,382-65.9% | $4,821-83.1% | $2,589-68.6% |
| Participant deferral / active EE | $1,873 | $2,920-35.8% | $5,682-67.0% | $4,291-56.3% |
| Admin fee / account holder | $420 | $1,263-66.8% | $13,212-96.8% | $1,588-73.6% |