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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 | $29,552 | $146,267-79.8% | $197,124-85.0% | $82,448-64.2% |
| Participation rate | 96.9% | 84.0%+12.9pp | 86.7%+10.2pp | 68.1%+28.8pp |
| Annual return | 34.18% | 29.61%+4.6pp | 44.34%-10.2pp | 41.64%-7.5pp |
| Employer contribution / active EE | $3,608 | $4,723-23.6% | $6,227-42.1% | $2,551+41.4% |
| Participant deferral / active EE | $6,071 | $7,035-13.7% | $9,135-33.5% | $4,139+46.7% |
| Admin fee / account holder | $2,257 | $14,422-84.4% | $16,298-86.2% | $7,234-68.8% |