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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 | $9,857 | $52,639-81.3% | $185,117-94.7% | $62,293-84.2% |
| Participation rate | 73.9% | 63.9%+10.1pp | 77.3%-3.3pp | 69.5%+4.4pp |
| Annual return | 15.15% | 19.57%-4.4pp | 40.50%-25.3pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,300 | $1,483-12.3% | $4,182-68.9% | $2,042-36.3% |
| Participant deferral / active EE | $1,606 | $3,097-48.1% | $5,045-68.2% | $3,169-49.3% |
| Admin fee / account holder | $777 | $374+107.9% | $8,159-90.5% | $479+62.1% |