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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 | $23,853 | $78,423-69.6% | $95,964-75.1% | $79,856-70.1% |
| Participation rate | 92.8% | 73.5%+19.3pp | 77.1%+15.7pp | 69.6%+23.1pp |
| Annual return | 22.64% | 19.37%+3.3pp | 91.64%-69.0pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,091 | $1,945-43.9% | $2,541-57.1% | $2,471-55.8% |
| Participant deferral / active EE | $3,093 | $3,440-10.1% | $4,167-25.8% | $3,741-17.3% |
| Admin fee / account holder | $1,738 | $5,622-69.1% | $6,797-74.4% | $5,306-67.2% |