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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 | $99,875-89.3% | $146,866-92.7% | $86,983-87.8% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.5%+10.7pp | 69.5%+23.6pp |
| Annual return | 21.54% | 28.10%-6.6pp | 102.85%-81.3pp | 25.83%-4.3pp |
| Employer contribution / active EE | $1,553 | $3,224-51.8% | $4,425-64.9% | $2,584-39.9% |
| Participant deferral / active EE | $3,097 | $6,322-51.0% | $7,759-60.1% | $4,194-26.2% |
| Admin fee / account holder | $598 | $7,838-92.4% | $13,620-95.6% | $7,856-92.4% |