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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 | $17,414 | $48,364-64.0% | $71,796-75.7% | $62,881-72.3% |
| Participation rate | 87.2% | 60.6%+26.6pp | 69.1%+18.1pp | 69.3%+17.9pp |
| Annual return | 8.01% | 13.16%-5.1pp | 78.04%-70.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,029 | $1,042-1.2% | $1,924-46.5% | $2,281-54.9% |
| Participant deferral / active EE | $2,431 | $2,091+16.2% | $2,794-13.0% | $3,203-24.1% |
| Admin fee / account holder | $2,096 | $3,771-44.4% | $4,815-56.5% | $4,296-51.2% |