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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 | $15,605 | $100,784-84.5% | $191,597-91.9% | $82,637-81.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 76.9%+23.1pp | 68.1%+31.9pp |
| Annual return | 14.81% | 18.13%-3.3pp | 27.07%-12.3pp | 53.51%-38.7pp |
| Employer contribution / active EE | $2,404 | $3,102-22.5% | $5,025-52.2% | $2,552-5.8% |
| Participant deferral / active EE | $3,773 | $4,937-23.6% | $6,850-44.9% | $4,126-8.6% |
| Admin fee / account holder | $1,856 | $10,062-81.6% | $22,799-91.9% | $7,339-74.7% |