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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 | $14,661 | $71,523-79.5% | $98,461-85.1% | $71,511-79.5% |
| Participation rate | 95.7% | 72.7%+23.0pp | 75.2%+20.5pp | 67.9%+27.7pp |
| Annual return | 21.86% | 32.43%-10.6pp | 21.17%+0.7pp | 28.86%-7.0pp |
| Employer contribution / active EE | $1,001 | $2,399-58.3% | $3,049-67.2% | $2,589-61.3% |
| Participant deferral / active EE | $2,427 | $4,109-40.9% | $4,738-48.8% | $4,291-43.4% |
| Admin fee / account holder | $361 | $1,676-78.4% | $8,961-96.0% | $1,588-77.3% |