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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 | $19,234 | $89,652-78.5% | $141,197-86.4% | $65,186-70.5% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.5%+10.4pp | 70.2%+22.7pp |
| Annual return | 40.10% | 32.79%+7.3pp | 71.41%-31.3pp | 29.39%+10.7pp |
| Employer contribution / active EE | $2,685 | $3,065-12.4% | $4,736-43.3% | $2,177+23.4% |
| Participant deferral / active EE | $5,146 | $5,691-9.6% | $6,710-23.3% | $3,514+46.4% |
| Admin fee / account holder | $927 | $569+63.1% | $10,265-91.0% | $847+9.4% |