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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 | $2,297 | $45,266-94.9% | $103,693-97.8% | $65,306-96.5% |
| Participation rate | 80.7% | 53.3%+27.3pp | 72.6%+8.0pp | 57.7%+23.0pp |
| Annual return | 11.18% | 25.10%-13.9pp | 47.61%-36.4pp | 21.94%-10.8pp |
| Employer contribution / active EE | $2,430 | $1,765+37.6% | $2,920-16.8% | $1,967+23.5% |
| Participant deferral / active EE | $1,044 | $2,099-50.3% | $4,579-77.2% | $2,959-64.7% |
| Admin fee / account holder | $1,057 | $3,221-67.2% | $7,858-86.5% | $3,480-69.6% |