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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 | $19,003 | $65,453-71.0% | $86,691-78.1% | $66,930-71.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -13.80% | -10.89%-2.9pp | 35.94%-49.7pp | 1.57%-15.4pp |
| Employer contribution / active EE | $1,282 | $2,154-40.5% | $2,837-54.8% | $2,545-49.6% |
| Participant deferral / active EE | $2,541 | $4,102-38.1% | $4,656-45.4% | $4,238-40.0% |
| Admin fee / account holder | $4,753 | $642+640.6% | $7,492-36.6% | $593+701.0% |