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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 | $20,098 | $88,672-77.3% | $105,223-80.9% | $82,448-75.6% |
| Participation rate | 84.4% | 67.9%+16.5pp | 75.0%+9.3pp | 68.1%+16.3pp |
| Annual return | 14.06% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,060 | $3,048-65.2% | $3,689-71.3% | $2,551-58.5% |
| Participant deferral / active EE | $2,880 | $4,036-28.6% | $5,072-43.2% | $4,139-30.4% |
| Admin fee / account holder | $1,660 | $7,146-76.8% | $8,859-81.3% | $7,234-77.1% |