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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 | $11,779 | $71,208-83.5% | $93,681-87.4% | $80,911-85.4% |
| Participation rate | 76.2% | 60.4%+15.8pp | 68.7%+7.5pp | 67.6%+8.5pp |
| Annual return | 19.38% | 11.27%+8.1pp | 133.47%-114.1pp | 35.63%-16.3pp |
| Employer contribution / active EE | $2,467 | $1,564+57.7% | $2,422+1.9% | $2,756-10.5% |
| Participant deferral / active EE | $5,309 | $4,035+31.6% | $4,415+20.3% | $4,297+23.6% |
| Admin fee / account holder | $951 | $6,951-86.3% | $8,290-88.5% | $6,935-86.3% |