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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 | $9,729 | $48,053-79.8% | $84,623-88.5% | $72,983-86.7% |
| Participation rate | 74.0% | 57.6%+16.4pp | 68.2%+5.8pp | 69.5%+4.5pp |
| Annual return | 19.93% | 37.39%-17.5pp | 258.77%-238.8pp | 81.01%-61.1pp |
| Employer contribution / active EE | $937 | $1,602-41.5% | $2,652-64.7% | $2,440-61.6% |
| Participant deferral / active EE | $1,921 | $2,681-28.3% | $3,899-50.7% | $3,608-46.8% |
| Admin fee / account holder | $1,658 | $3,395-51.2% | $4,913-66.2% | $5,124-67.6% |