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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 | $5,780 | $94,031-93.9% | $115,768-95.0% | $82,448-93.0% |
| Participation rate | 91.4% | 70.4%+21.0pp | 74.4%+17.0pp | 68.1%+23.3pp |
| Annual return | 37.83% | 20.61%+17.2pp | 100.46%-62.6pp | 41.64%-3.8pp |
| Employer contribution / active EE | $1,963 | $2,323-15.5% | $2,940-33.2% | $2,551-23.0% |
| Participant deferral / active EE | $3,619 | $3,972-8.9% | $4,917-26.4% | $4,139-12.6% |
| Admin fee / account holder | $1,418 | $10,249-86.2% | $12,439-88.6% | $7,234-80.4% |