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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 | $77,670-77.3% | $125,529-86.0% | $65,306-73.0% |
| Participation rate | 86.4% | 63.2%+23.2pp | 74.7%+11.7pp | 57.7%+28.7pp |
| Annual return | 26.48% | 15.16%+11.3pp | 202.56%-176.1pp | 21.94%+4.5pp |
| Employer contribution / active EE | $1,831 | $2,099-12.8% | $3,058-40.1% | $1,967-6.9% |
| Participant deferral / active EE | $4,318 | $3,095+39.5% | $4,813-10.3% | $2,959+45.9% |
| Admin fee / account holder | $4,627 | $3,598+28.6% | $16,298-71.6% | $3,480+33.0% |