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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 | $2,939 | $59,440-95.1% | $78,004-96.2% | $82,637-96.4% |
| Participation rate | 77.0% | 62.8%+14.2pp | 69.4%+7.6pp | 68.1%+9.0pp |
| Annual return | 22.03% | 40.24%-18.2pp | 31.07%-9.0pp | 53.51%-31.5pp |
| Employer contribution / active EE | $708 | $1,750-59.5% | $2,469-71.3% | $2,552-72.2% |
| Participant deferral / active EE | $1,835 | $3,138-41.5% | $4,092-55.2% | $4,126-55.5% |
| Admin fee / account holder | $396 | $5,504-92.8% | $7,578-94.8% | $7,339-94.6% |