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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 | $18,641 | $86,940-78.6% | $102,434-81.8% | $80,935-77.0% |
| Participation rate | 79.2% | 72.4%+6.8pp | 76.5%+2.7pp | 67.7%+11.5pp |
| Annual return | 15.63% | 18.89%-3.3pp | 29.46%-13.8pp | 35.66%-20.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,362 | $4,121+30.1% | $5,055+6.1% | $4,299+24.7% |
| Admin fee / account holder | $3,303 | $8,047-59.0% | $9,462-65.1% | $6,924-52.3% |