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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 | $106,524-84.1% | $152,301-88.9% | $87,485-80.6% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.4%+8.1pp | 68.9%+21.7pp |
| Annual return | 20.77% | 26.89%-6.1pp | 80.50%-59.7pp | 26.06%-5.3pp |
| Employer contribution / active EE | $1,736 | $3,371-48.5% | $4,624-62.5% | $2,596-33.1% |
| Participant deferral / active EE | $3,736 | $6,525-42.7% | $8,004-53.3% | $4,274-12.6% |
| Admin fee / account holder | $1,101 | $8,287-86.7% | $14,398-92.4% | $7,775-85.8% |