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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 | $2,265 | $45,343-95.0% | $150,298-98.5% | $67,986-96.7% |
| Participation rate | 87.9% | 51.9%+36.0pp | 77.8%+10.1pp | 57.2%+30.6pp |
| Annual return | 22.93% | 33.28%-10.4pp | 62.79%-39.9pp | 31.67%-8.7pp |
| Employer contribution / active EE | $351 | $1,462-76.0% | $4,154-91.6% | $2,019-82.6% |
| Participant deferral / active EE | $814 | $2,055-60.4% | $5,453-85.1% | $3,358-75.8% |
| Admin fee / account holder | $588 | $2,250-73.9% | $14,116-95.8% | $3,203-81.6% |