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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 | $10,338 | $94,031-89.0% | $115,768-91.1% | $82,448-87.5% |
| Participation rate | 81.7% | 70.4%+11.2pp | 74.4%+7.3pp | 68.1%+13.6pp |
| Annual return | 19.85% | 20.61%-0.8pp | 100.46%-80.6pp | 41.64%-21.8pp |
| Employer contribution / active EE | $918 | $2,323-60.5% | $2,940-68.8% | $2,551-64.0% |
| Participant deferral / active EE | $2,009 | $3,972-49.4% | $4,917-59.1% | $4,139-51.5% |
| Admin fee / account holder | $984 | $10,249-90.4% | $12,439-92.1% | $7,234-86.4% |