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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 | $21,365 | $74,661-71.4% | $160,784-86.7% | $67,986-68.6% |
| Participation rate | 82.6% | 57.1%+25.4pp | 77.0%+5.6pp | 57.2%+25.4pp |
| Annual return | 26.05% | 28.83%-2.8pp | 1803.92%-1777.9pp | 31.67%-5.6pp |
| Employer contribution / active EE | $2,002 | $1,829+9.5% | $3,733-46.4% | $2,019-0.8% |
| Participant deferral / active EE | $3,530 | $3,681-4.1% | $6,293-43.9% | $3,358+5.1% |
| Admin fee / account holder | $971 | $3,959-75.5% | $9,717-90.0% | $3,203-69.7% |