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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 | $25,840 | $64,909-60.2% | $82,312-68.6% | $62,293-58.5% |
| Participation rate | 77.7% | 74.9%+2.8pp | 76.9%+0.8pp | 69.5%+8.2pp |
| Annual return | 24.44% | 21.18%+3.3pp | 25.88%-1.4pp | 28.90%-4.5pp |
| Employer contribution / active EE | $2,746 | $1,676+63.9% | $2,428+13.1% | $2,042+34.5% |
| Participant deferral / active EE | $5,104 | $3,103+64.5% | $3,706+37.7% | $3,169+61.1% |
| Admin fee / account holder | $1,359 | $440+209.2% | $5,608-75.8% | $479+183.6% |