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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 | $21,834 | $80,674-72.9% | $119,126-81.7% | $64,340-66.1% |
| Participation rate | 90.3% | 55.2%+35.1pp | 75.8%+14.5pp | 55.2%+35.0pp |
| Annual return | 25.14% | 26.86%-1.7pp | 282.11%-257.0pp | 24.14%+1.0pp |
| Employer contribution / active EE | $1,950 | $2,564-23.9% | $4,034-51.7% | $1,862+4.8% |
| Participant deferral / active EE | $3,929 | $3,053+28.7% | $5,318-26.1% | $2,980+31.8% |
| Admin fee / account holder | $1,859 | $4,559-59.2% | $10,693-82.6% | $3,703-49.8% |