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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 | $14,245 | $93,598-84.8% | $135,974-89.5% | $75,173-81.1% |
| Participation rate | 93.7% | 75.2%+18.5pp | 81.9%+11.8pp | 67.2%+26.5pp |
| Annual return | 52.48% | 30.89%+21.6pp | 68.30%-15.8pp | 160.72%-108.2pp |
| Employer contribution / active EE | $3,037 | $3,538-14.1% | $4,859-37.5% | $2,671+13.7% |
| Participant deferral / active EE | $6,485 | $6,405+1.2% | $7,760-16.4% | $4,126+57.2% |
| Admin fee / account holder | $791 | $6,978-88.7% | $10,767-92.7% | $5,651-86.0% |