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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 | $19,429 | $93,345-79.2% | $119,126-83.7% | $87,485-77.8% |
| Participation rate | 93.9% | 68.7%+25.2pp | 75.8%+18.2pp | 68.9%+25.0pp |
| Annual return | 24.47% | 19.08%+5.4pp | 282.11%-257.6pp | 26.06%-1.6pp |
| Employer contribution / active EE | $2,114 | $3,172-33.4% | $4,034-47.6% | $2,596-18.6% |
| Participant deferral / active EE | $6,724 | $4,099+64.0% | $5,318+26.4% | $4,274+57.3% |
| Admin fee / account holder | $1,620 | $8,039-79.8% | $10,693-84.8% | $7,775-79.2% |