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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 | $7,326 | $64,010-88.6% | $108,359-93.2% | $64,340-88.6% |
| Participation rate | 88.5% | 49.4%+39.1pp | 70.1%+18.3pp | 55.2%+33.2pp |
| Annual return | 25.47% | 19.74%+5.7pp | 36.89%-11.4pp | 24.14%+1.3pp |
| Employer contribution / active EE | $1,024 | $1,029-0.4% | $2,399-57.3% | $1,862-45.0% |
| Participant deferral / active EE | $1,984 | $2,395-17.2% | $4,137-52.1% | $2,980-33.4% |
| Admin fee / account holder | $755 | $4,885-84.6% | $9,741-92.3% | $3,703-79.6% |