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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 | $18,716 | $61,214-69.4% | $83,327-77.5% | $56,289-66.7% |
| Participation rate | 91.3% | 72.6%+18.7pp | 77.8%+13.5pp | 69.9%+21.4pp |
| Annual return | -4.92% | 0.42%-5.3pp | 10.64%-15.6pp | -9.96%+5.0pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,171 | $5,091+40.8% | $5,565+28.9% | $3,350+114.1% |
| Admin fee / account holder | $1,116 | $512+118.2% | $7,540-85.2% | $521+114.3% |