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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 | $5,166 | $88,360-94.2% | $145,433-96.4% | $67,986-92.4% |
| Participation rate | 98.2% | 65.5%+32.7pp | 82.1%+16.0pp | 57.2%+41.0pp |
| Annual return | 28.22% | 63.15%-34.9pp | 66.58%-38.4pp | 31.67%-3.4pp |
| Employer contribution / active EE | $650 | $3,054-78.7% | $4,554-85.7% | $2,019-67.8% |
| Participant deferral / active EE | $2,139 | $5,932-63.9% | $7,897-72.9% | $3,358-36.3% |
| Admin fee / account holder | $400 | $3,313-87.9% | $13,129-97.0% | $3,203-87.5% |