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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 | $25,975 | $86,949-70.1% | $102,460-74.6% | $80,959-67.9% |
| Participation rate | 96.4% | 72.4%+24.0pp | 76.5%+19.9pp | 67.7%+28.8pp |
| Annual return | 19.64% | 18.89%+0.7pp | 29.47%-9.8pp | 35.67%-16.0pp |
| Employer contribution / active EE | $2,635 | $2,370+11.2% | $3,025-12.9% | $2,757-4.4% |
| Participant deferral / active EE | $3,035 | $4,121-26.4% | $5,056-40.0% | $4,300-29.4% |
| Admin fee / account holder | $440 | $8,048-94.5% | $9,460-95.3% | $6,925-93.6% |