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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 | $10,038 | $65,306-84.6% | $124,067-91.9% | $65,306-84.6% |
| Participation rate | 88.5% | 57.7%+30.8pp | 66.9%+21.6pp | 57.7%+30.8pp |
| Annual return | 19.17% | 21.94%-2.8pp | 31.06%-11.9pp | 21.94%-2.8pp |
| Employer contribution / active EE | $780 | $1,967-60.3% | $2,166-64.0% | $1,967-60.3% |
| Participant deferral / active EE | $1,443 | $2,959-51.2% | $3,463-58.3% | $2,959-51.2% |
| Admin fee / account holder | $1,568 | $3,480-54.9% | $7,351-78.7% | $3,480-54.9% |