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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 | $5,266 | $65,582-92.0% | $64,101-91.8% | $71,511-92.6% |
| Participation rate | 92.0% | 73.2%+18.8pp | 72.3%+19.7pp | 67.9%+24.1pp |
| Annual return | 21.07% | 18.96%+2.1pp | 33.72%-12.7pp | 28.86%-7.8pp |
| Employer contribution / active EE | $1,439 | $2,671-46.1% | $2,749-47.6% | $2,589-44.4% |
| Participant deferral / active EE | $2,181 | $3,628-39.9% | $3,881-43.8% | $4,291-49.2% |
| Admin fee / account holder | $1,235 | $616+100.3% | $3,070-59.8% | $1,588-22.3% |