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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 | $11,537 | $73,459-84.3% | $178,449-93.5% | $74,400-84.5% |
| Participation rate | 89.7% | 66.6%+23.1pp | 77.1%+12.6pp | 67.2%+22.4pp |
| Annual return | 34.11% | 17.50%+16.6pp | 27.09%+7.0pp | 1367.51%-1333.4pp |
| Employer contribution / active EE | $1,760 | $2,219-20.7% | $3,951-55.4% | $2,624-32.9% |
| Participant deferral / active EE | $2,337 | $4,515-48.2% | $6,277-62.8% | $4,348-46.3% |
| Admin fee / account holder | $1,441 | $1,812-20.5% | $10,362-86.1% | $1,944-25.9% |