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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 | $2,493 | $69,444-96.4% | $92,985-97.3% | $87,485-97.2% |
| Participation rate | 80.0% | 63.3%+16.7pp | 69.5%+10.5pp | 68.9%+11.1pp |
| Annual return | 21.50% | 23.85%-2.3pp | 27.99%-6.5pp | 26.06%-4.6pp |
| Employer contribution / active EE | $743 | $1,917-61.2% | $2,662-72.1% | $2,596-71.4% |
| Participant deferral / active EE | $1,874 | $3,364-44.3% | $4,377-57.2% | $4,274-56.1% |
| Admin fee / account holder | $359 | $6,137-94.2% | $9,463-96.2% | $7,775-95.4% |