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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 | $7,930 | $89,515-91.1% | $103,065-92.3% | $80,959-90.2% |
| Participation rate | 87.8% | 76.0%+11.8pp | 80.6%+7.2pp | 67.7%+20.1pp |
| Annual return | 20.35% | 22.82%-2.5pp | 23.95%-3.6pp | 35.67%-15.3pp |
| Employer contribution / active EE | $2,215 | $4,015-44.8% | $4,675-52.6% | $2,757-19.7% |
| Participant deferral / active EE | $5,018 | $5,463-8.1% | $6,625-24.3% | $4,300+16.7% |
| Admin fee / account holder | $2,008 | $6,527-69.2% | $9,349-78.5% | $6,925-71.0% |