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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 | $73,787-89.7% | $98,716-92.3% | $82,448-90.8% |
| Participation rate | 92.0% | 61.4%+30.6pp | 69.3%+22.7pp | 68.1%+23.9pp |
| Annual return | 16.51% | 18.57%-2.1pp | 31.81%-15.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $388 | $1,511-74.3% | $2,279-83.0% | $2,551-84.8% |
| Participant deferral / active EE | $1,571 | $3,081-49.0% | $4,048-61.2% | $4,139-62.1% |
| Admin fee / account holder | $333 | $6,500-94.9% | $8,703-96.2% | $7,234-95.4% |