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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 | $7,036 | $77,901-91.0% | $149,717-95.3% | $75,181-90.6% |
| Participation rate | 94.9% | 65.6%+29.3pp | 78.8%+16.1pp | 67.2%+27.7pp |
| Annual return | 14.30% | 31.73%-17.4pp | 134.41%-120.1pp | 160.69%-146.4pp |
| Employer contribution / active EE | $1,060 | $3,137-66.2% | $4,820-78.0% | $2,671-60.3% |
| Participant deferral / active EE | $2,512 | $3,411-26.4% | $5,682-55.8% | $4,126-39.1% |
| Admin fee / account holder | $1,529 | $5,949-74.3% | $13,213-88.4% | $5,650-72.9% |