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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 | $16,957 | $106,749-84.1% | $145,433-88.3% | $82,448-79.4% |
| Participation rate | 90.6% | 75.6%+14.9pp | 82.1%+8.5pp | 68.1%+22.5pp |
| Annual return | 20.77% | 27.59%-6.8pp | 66.58%-45.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,736 | $3,444-49.6% | $4,554-61.9% | $2,551-32.0% |
| Participant deferral / active EE | $3,736 | $6,519-42.7% | $7,897-52.7% | $4,139-9.7% |
| Admin fee / account holder | $1,101 | $8,390-86.9% | $13,129-91.6% | $7,234-84.8% |