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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 | $18,657 | $82,133-77.3% | $147,318-87.3% | $64,097-70.9% |
| Participation rate | 91.9% | 62.3%+29.6pp | 82.1%+9.8pp | 55.2%+36.7pp |
| Annual return | 14.62% | 78.78%-64.2pp | 70.43%-55.8pp | 34.64%-20.0pp |
| Employer contribution / active EE | $332 | $2,872-88.4% | $4,593-92.8% | $1,891-82.4% |
| Participant deferral / active EE | $1,581 | $5,407-70.8% | $7,906-80.0% | $3,080-48.7% |
| Admin fee / account holder | $2,323 | $3,730-37.7% | $13,708-83.1% | $3,454-32.8% |