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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 | $3,037 | $42,683-92.9% | $112,860-97.3% | $64,340-95.3% |
| Participation rate | 91.2% | 58.7%+32.5pp | 66.3%+24.9pp | 55.2%+35.9pp |
| Annual return | 18.67% | 60.53%-41.9pp | 35.26%-16.6pp | 24.14%-5.5pp |
| Employer contribution / active EE | $735 | $1,274-42.3% | $2,206-66.7% | $1,862-60.5% |
| Participant deferral / active EE | $1,476 | $2,315-36.3% | $3,493-57.8% | $2,980-50.5% |
| Admin fee / account holder | $1,039 | $3,670-71.7% | $6,841-84.8% | $3,703-72.0% |