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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 | $95,453-68.1% | $112,040-72.8% | $82,448-63.1% |
| Participation rate | 92.3% | 72.8%+19.6pp | 76.5%+15.8pp | 68.1%+24.2pp |
| Annual return | 14.27% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,158 | $2,318-50.0% | $2,954-60.8% | $2,551-54.6% |
| Participant deferral / active EE | $2,457 | $4,224-41.8% | $5,098-51.8% | $4,139-40.6% |
| Admin fee / account holder | $1,516 | $9,013-83.2% | $12,098-87.5% | $7,234-79.0% |