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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 | $71,215-83.5% | $93,696-87.4% | $80,935-85.4% |
| Participation rate | 76.2% | 60.4%+15.8pp | 68.7%+7.5pp | 67.7%+8.5pp |
| Annual return | 19.38% | 11.27%+8.1pp | 133.74%-114.4pp | 35.66%-16.3pp |
| Employer contribution / active EE | $2,467 | $1,565+57.6% | $2,422+1.9% | $2,757-10.5% |
| Participant deferral / active EE | $5,309 | $4,037+31.5% | $4,417+20.2% | $4,299+23.5% |
| Admin fee / account holder | $951 | $6,958-86.3% | $8,287-88.5% | $6,924-86.3% |