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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 | $30,462 | $97,550-68.8% | $120,344-74.7% | $87,485-65.2% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.7%+15.6pp | 68.9%+23.4pp |
| Annual return | 14.27% | 18.41%-4.1pp | 20.30%-6.0pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,158 | $2,291-49.5% | $3,020-61.7% | $2,596-55.4% |
| Participant deferral / active EE | $2,457 | $4,230-41.9% | $5,135-52.1% | $4,274-42.5% |
| Admin fee / account holder | $1,516 | $9,543-84.1% | $12,742-88.1% | $7,775-80.5% |