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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 | $97,648-89.4% | $121,663-91.5% | $87,485-88.2% |
| Participation rate | 81.7% | 70.5%+11.2pp | 74.5%+7.2pp | 68.9%+12.7pp |
| Annual return | 19.85% | 18.03%+1.8pp | 147.54%-127.7pp | 26.06%-6.2pp |
| Employer contribution / active EE | $918 | $2,300-60.1% | $3,020-69.6% | $2,596-64.6% |
| Participant deferral / active EE | $2,009 | $3,923-48.8% | $4,887-58.9% | $4,274-53.0% |
| Admin fee / account holder | $984 | $11,100-91.1% | $14,289-93.1% | $7,775-87.3% |