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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 | $9,009 | $51,604-82.5% | $129,295-93.0% | $80,874-88.9% |
| Participation rate | 90.5% | 57.0%+33.5pp | 69.6%+20.9pp | 67.6%+22.8pp |
| Annual return | 17.18% | 20.76%-3.6pp | 9429.28%-9412.1pp | 35.62%-18.4pp |
| Employer contribution / active EE | $1,421 | $1,585-10.3% | $4,157-65.8% | $2,756-48.4% |
| Participant deferral / active EE | $2,250 | $2,670-15.7% | $4,169-46.0% | $4,297-47.6% |
| Admin fee / account holder | $783 | $4,310-81.8% | $7,665-89.8% | $6,935-88.7% |