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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 | $10,907 | $93,617-88.3% | $135,982-92.0% | $75,177-85.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.59% | 30.89%-7.3pp | 68.32%-44.7pp | 160.75%-137.2pp |
| Employer contribution / active EE | $2,728 | $3,538-22.9% | $4,859-43.8% | $2,671+2.1% |
| Participant deferral / active EE | $3,792 | $6,406-40.8% | $7,760-51.1% | $4,126-8.1% |
| Admin fee / account holder | $819 | $6,980-88.3% | $10,767-92.4% | $5,651-85.5% |