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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 | $47,909 | $122,042-60.7% | $184,260-74.0% | $74,459-35.7% |
| Participation rate | 81.3% | 85.5%-4.2pp | 86.8%-5.6pp | 67.2%+14.0pp |
| Annual return | 21.98% | 19.91%+2.1pp | 28.84%-6.9pp | 1369.70%-1347.7pp |
| Employer contribution / active EE | $3,981 | $4,537-12.3% | $6,427-38.1% | $2,626+51.6% |
| Participant deferral / active EE | $8,725 | $7,143+22.1% | $9,133-4.5% | $4,350+100.6% |
| Admin fee / account holder | $6,104 | $1,252+387.5% | $13,898-56.1% | $1,945+213.9% |