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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 | $11,860 | $58,292-79.7% | $86,640-86.3% | $71,511-83.4% |
| Participation rate | 98.7% | 65.0%+33.7pp | 71.7%+27.0pp | 67.9%+30.8pp |
| Annual return | 19.89% | 21.63%-1.7pp | 592.52%-572.6pp | 28.86%-9.0pp |
| Employer contribution / active EE | $1,846 | $2,574-28.3% | $3,024-39.0% | $2,589-28.7% |
| Participant deferral / active EE | $1,697 | $3,438-50.6% | $4,438-61.8% | $4,291-60.4% |
| Admin fee / account holder | $417 | $1,057-60.6% | $5,616-92.6% | $1,588-73.8% |