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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 | $8,787 | $89,367-90.2% | $141,191-93.8% | $72,975-88.0% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 22.41% | 111.87%-89.5pp | 71.41%-49.0pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,583 | $3,115-49.2% | $4,736-66.6% | $2,440-35.1% |
| Participant deferral / active EE | $2,486 | $5,419-54.1% | $6,710-62.9% | $3,608-31.1% |
| Admin fee / account holder | $361 | $5,957-93.9% | $10,264-96.5% | $5,124-92.9% |