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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 | $83,369-73.8% | $105,223-79.3% | $67,986-67.9% |
| Participation rate | 90.3% | 56.3%+34.0pp | 75.0%+15.2pp | 57.2%+33.1pp |
| Annual return | 25.14% | 24.64%+0.5pp | 180.65%-155.5pp | 31.67%-6.5pp |
| Employer contribution / active EE | $1,950 | $2,541-23.2% | $3,689-47.1% | $2,019-3.4% |
| Participant deferral / active EE | $3,929 | $3,295+19.2% | $5,072-22.5% | $3,358+17.0% |
| Admin fee / account holder | $1,859 | $4,073-54.4% | $8,859-79.0% | $3,203-42.0% |