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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 | $11,337 | $68,868-83.5% | $183,328-93.8% | $67,986-83.3% |
| Participation rate | 90.2% | 57.0%+33.2pp | 77.3%+12.9pp | 57.2%+33.0pp |
| Annual return | 21.58% | 28.80%-7.2pp | 29.67%-8.1pp | 31.67%-10.1pp |
| Employer contribution / active EE | $916 | $2,917-68.6% | $5,055-81.9% | $2,019-54.6% |
| Participant deferral / active EE | $6,580 | $4,364+50.8% | $6,795-3.2% | $3,358+96.0% |
| Admin fee / account holder | $1,365 | $3,805-64.1% | $21,427-93.6% | $3,203-57.4% |