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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 | $10,631 | $94,436-88.7% | $115,599-90.8% | $82,637-87.1% |
| Participation rate | 93.1% | 70.4%+22.7pp | 74.3%+18.8pp | 68.1%+25.0pp |
| Annual return | 27.31% | 18.37%+8.9pp | 111.10%-83.8pp | 53.51%-26.2pp |
| Employer contribution / active EE | $2,161 | $2,324-7.0% | $2,955-26.9% | $2,552-15.3% |
| Participant deferral / active EE | $3,364 | $3,955-14.9% | $4,889-31.2% | $4,126-18.5% |
| Admin fee / account holder | $317 | $10,328-96.9% | $12,841-97.5% | $7,339-95.7% |