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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 | $122,051-60.7% | $184,185-74.0% | $74,400-35.6% |
| Participation rate | 81.3% | 85.5%-4.2pp | 86.8%-5.6pp | 67.2%+14.0pp |
| Annual return | 21.98% | 19.91%+2.1pp | 28.81%-6.8pp | 1367.51%-1345.5pp |
| Employer contribution / active EE | $3,981 | $4,539-12.3% | $6,426-38.0% | $2,624+51.7% |
| Participant deferral / active EE | $8,725 | $7,146+22.1% | $9,132-4.5% | $4,348+100.6% |
| Admin fee / account holder | $6,104 | $1,258+385.2% | $13,909-56.1% | $1,944+214.1% |