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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 | $21,820 | $76,834-71.6% | $108,359-79.9% | $87,485-75.1% |
| Participation rate | 70.7% | 61.7%+8.9pp | 70.1%+0.5pp | 68.9%+1.7pp |
| Annual return | 15.72% | 19.09%-3.4pp | 36.89%-21.2pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,043 | $1,556-33.0% | $2,399-56.5% | $2,596-59.8% |
| Participant deferral / active EE | $1,942 | $3,100-37.3% | $4,137-53.0% | $4,274-54.6% |
| Admin fee / account holder | $802 | $6,537-87.7% | $9,741-91.8% | $7,775-89.7% |