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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 | $7,621 | $76,834-90.1% | $108,359-93.0% | $87,485-91.3% |
| Participation rate | 92.0% | 61.7%+30.3pp | 70.1%+21.9pp | 68.9%+23.1pp |
| Annual return | 16.51% | 19.09%-2.6pp | 36.89%-20.4pp | 26.06%-9.6pp |
| Employer contribution / active EE | $388 | $1,556-75.1% | $2,399-83.8% | $2,596-85.1% |
| Participant deferral / active EE | $1,571 | $3,100-49.3% | $4,137-62.0% | $4,274-63.2% |
| Admin fee / account holder | $333 | $6,537-94.9% | $9,741-96.6% | $7,775-95.7% |