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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 | $8,761 | $49,249-82.2% | $70,476-87.6% | $79,852-89.0% |
| Participation rate | 94.0% | 69.2%+24.9pp | 75.1%+19.0pp | 69.6%+24.4pp |
| Annual return | 41.59% | 30.09%+11.5pp | 109.12%-67.5pp | 31.72%+9.9pp |
| Employer contribution / active EE | $1,943 | $2,100-7.5% | $2,738-29.0% | $2,471-21.4% |
| Participant deferral / active EE | $3,832 | $2,769+38.4% | $3,710+3.3% | $3,740+2.5% |
| Admin fee / account holder | $486 | $2,878-83.1% | $3,847-87.4% | $5,306-90.8% |