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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 | $18,923 | $93,598-79.8% | $135,974-86.1% | $75,173-74.8% |
| Participation rate | 93.7% | 75.2%+18.5pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 24.08% | 30.89%-6.8pp | 68.30%-44.2pp | 160.72%-136.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,481 | $6,405+126.1% | $7,760+86.6% | $4,126+250.9% |
| Admin fee / account holder | $3,171 | $6,978-54.6% | $10,767-70.5% | $5,651-43.9% |