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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 | $6,848 | $76,371-91.0% | $93,621-92.7% | $72,975-90.6% |
| Participation rate | 98.7% | 71.8%+26.9pp | 75.8%+22.8pp | 69.5%+29.2pp |
| Annual return | 72.33% | 25.82%+46.5pp | 32.76%+39.6pp | 81.01%-8.7pp |
| Employer contribution / active EE | $1,932 | $2,276-15.1% | $2,719-28.9% | $2,440-20.8% |
| Participant deferral / active EE | $3,639 | $3,538+2.8% | $4,070-10.6% | $3,608+0.9% |
| Admin fee / account holder | $516 | $6,839-92.5% | $7,890-93.5% | $5,124-89.9% |