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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 | $14,226 | $67,602-79.0% | $82,312-82.7% | $70,126-79.7% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.9%+21.1pp | 69.5%+28.4pp |
| Annual return | 23.06% | 21.57%+1.5pp | 25.88%-2.8pp | 73.15%-50.1pp |
| Employer contribution / active EE | $1,275 | $1,755-27.3% | $2,428-47.5% | $2,343-45.6% |
| Participant deferral / active EE | $1,373 | $2,987-54.0% | $3,706-63.0% | $3,332-58.8% |
| Admin fee / account holder | $1,116 | $4,512-75.3% | $5,608-80.1% | $4,645-76.0% |