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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 | $4,861 | $71,872-93.2% | $86,691-94.4% | $68,495-92.9% |
| Participation rate | 98.9% | 72.2%+26.7pp | 76.6%+22.4pp | 67.9%+31.0pp |
| Annual return | -15.57% | 3.53%-19.1pp | 35.94%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,673 | $2,173-23.0% | $2,837-41.0% | $2,596-35.6% |
| Participant deferral / active EE | $2,590 | $3,779-31.5% | $4,656-44.4% | $4,028-35.7% |
| Admin fee / account holder | $452 | $6,112-92.6% | $7,492-94.0% | $5,403-91.6% |