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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 | $19,233 | $130,294-85.2% | $170,028-88.7% | $71,495-73.1% |
| Participation rate | 76.5% | 86.2%-9.7pp | 87.0%-10.5pp | 67.9%+8.5pp |
| Annual return | 22.31% | 20.36%+1.9pp | 53.39%-31.1pp | 28.85%-6.5pp |
| Employer contribution / active EE | $2,454 | $4,385-44.0% | $6,788-63.8% | $2,589-5.2% |
| Participant deferral / active EE | $4,909 | $6,928-29.1% | $10,409-52.8% | $4,291+14.4% |
| Admin fee / account holder | $1,934 | $966+100.2% | $12,820-84.9% | $1,588+21.8% |