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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 | $96,289-83.8% | $213,469-92.7% | $87,485-82.2% |
| Participation rate | 100.0% | 69.6%+30.4pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 14.81% | 17.78%-3.0pp | 20.58%-5.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $2,404 | $3,035-20.8% | $4,994-51.9% | $2,596-7.4% |
| Participant deferral / active EE | $3,773 | $4,750-20.6% | $6,841-44.8% | $4,274-11.7% |
| Admin fee / account holder | $1,856 | $9,670-80.8% | $27,141-93.2% | $7,775-76.1% |