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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 | $5,982 | $41,016-85.4% | $152,093-96.1% | $64,097-90.7% |
| Participation rate | 93.7% | 51.3%+42.3pp | 77.8%+15.9pp | 55.2%+38.5pp |
| Annual return | 38.36% | 39.60%-1.2pp | 66.36%-28.0pp | 34.64%+3.7pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,508 | $1,927+30.1% | $5,451-54.0% | $3,080-18.6% |
| Admin fee / account holder | $558 | $2,305-75.8% | $14,497-96.1% | $3,454-83.8% |