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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 | $14,235 | $89,652-84.1% | $141,191-89.9% | $65,185-78.2% |
| Participation rate | 92.2% | 74.7%+17.5pp | 82.5%+9.8pp | 70.2%+22.0pp |
| Annual return | 35.25% | 32.79%+2.5pp | 71.41%-36.2pp | 29.38%+5.9pp |
| Employer contribution / active EE | $1,804 | $3,065-41.1% | $4,736-61.9% | $2,177-17.1% |
| Participant deferral / active EE | $5,777 | $5,691+1.5% | $6,710-13.9% | $3,514+64.4% |
| Admin fee / account holder | $878 | $569+54.4% | $10,264-91.4% | $847+3.6% |