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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 | $1,820 | $25,014-92.7% | $69,632-97.4% | $80,959-97.8% |
| Participation rate | 77.6% | 64.2%+13.4pp | 66.4%+11.2pp | 67.7%+9.9pp |
| Annual return | 19.80% | 19.08%+0.7pp | 101.32%-81.5pp | 35.67%-15.9pp |
| Employer contribution / active EE | $690 | $991-30.4% | $1,708-59.6% | $2,757-75.0% |
| Participant deferral / active EE | $1,382 | $1,840-24.9% | $2,889-52.2% | $4,300-67.9% |
| Admin fee / account holder | $394 | $2,491-84.2% | $4,695-91.6% | $6,925-94.3% |