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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 | $10,651 | $106,864-90.0% | $147,318-92.8% | $82,637-87.1% |
| Participation rate | 93.2% | 75.5%+17.7pp | 82.1%+11.1pp | 68.1%+25.1pp |
| Annual return | 21.54% | 27.49%-5.9pp | 70.43%-48.9pp | 53.51%-32.0pp |
| Employer contribution / active EE | $1,553 | $3,417-54.6% | $4,593-66.2% | $2,552-39.2% |
| Participant deferral / active EE | $3,097 | $6,496-52.3% | $7,906-60.8% | $4,126-25.0% |
| Admin fee / account holder | $598 | $8,415-92.9% | $13,708-95.6% | $7,339-91.9% |