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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 | $143,969-79.5% | $199,883-85.2% | $82,637-64.2% |
| Participation rate | 96.9% | 84.1%+12.8pp | 86.8%+10.1pp | 68.1%+28.9pp |
| Annual return | 34.18% | 25.67%+8.5pp | 43.81%-9.6pp | 53.51%-19.3pp |
| Employer contribution / active EE | $3,608 | $4,632-22.1% | $6,261-42.4% | $2,552+41.4% |
| Participant deferral / active EE | $6,071 | $6,937-12.5% | $9,138-33.6% | $4,126+47.1% |
| Admin fee / account holder | $2,257 | $14,597-84.5% | $17,268-86.9% | $7,339-69.2% |