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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 | $17,603 | $77,569-77.3% | $115,599-84.8% | $64,097-72.5% |
| Participation rate | 86.4% | 60.7%+25.8pp | 74.3%+12.1pp | 55.2%+31.2pp |
| Annual return | 26.48% | 18.52%+8.0pp | 111.10%-84.6pp | 34.64%-8.2pp |
| Employer contribution / active EE | $1,831 | $1,915-4.4% | $2,955-38.1% | $1,891-3.2% |
| Participant deferral / active EE | $4,318 | $3,327+29.8% | $4,889-11.7% | $3,080+40.2% |
| Admin fee / account holder | $4,627 | $4,470+3.5% | $12,841-64.0% | $3,454+33.9% |