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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 | $7,355 | $48,364-84.8% | $71,796-89.8% | $62,881-88.3% |
| Participation rate | 82.8% | 60.6%+22.2pp | 69.1%+13.7pp | 69.3%+13.5pp |
| Annual return | 10.10% | 13.16%-3.1pp | 78.04%-67.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $184 | $1,042-82.3% | $1,924-90.4% | $2,281-91.9% |
| Participant deferral / active EE | $1,170 | $2,091-44.0% | $2,794-58.1% | $3,203-63.5% |
| Admin fee / account holder | $1,475 | $3,771-60.9% | $4,815-69.4% | $4,296-65.7% |