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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 | $27,779 | $91,439-69.6% | $135,974-79.6% | $71,511-61.2% |
| Participation rate | 98.4% | 75.7%+22.7pp | 81.9%+16.5pp | 67.9%+30.4pp |
| Annual return | 77.73% | 29.90%+47.8pp | 68.30%+9.4pp | 28.86%+48.9pp |
| Employer contribution / active EE | $5,098 | $3,705+37.6% | $4,859+4.9% | $2,589+96.9% |
| Participant deferral / active EE | $13,415 | $7,093+89.1% | $7,760+72.9% | $4,291+212.7% |
| Admin fee / account holder | $725 | $1,267-42.8% | $10,767-93.3% | $1,588-54.4% |