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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 | $75,058-93.1% | $152,301-96.6% | $64,340-92.0% |
| Participation rate | 98.2% | 60.9%+37.3pp | 82.4%+15.7pp | 55.2%+42.9pp |
| Annual return | 28.22% | 29.93%-1.7pp | 80.50%-52.3pp | 24.14%+4.1pp |
| Employer contribution / active EE | $650 | $2,605-75.0% | $4,624-85.9% | $1,862-65.1% |
| Participant deferral / active EE | $2,139 | $5,041-57.6% | $8,004-73.3% | $2,980-28.2% |
| Admin fee / account holder | $400 | $4,050-90.1% | $14,398-97.2% | $3,703-89.2% |