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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 | $13,856 | $87,132-84.1% | $105,624-86.9% | $80,959-82.9% |
| Participation rate | 97.3% | 70.4%+26.9pp | 75.3%+22.0pp | 67.7%+29.6pp |
| Annual return | 11.07% | 17.03%-6.0pp | 116.20%-105.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $2,939 | $2,397+22.6% | $3,168-7.2% | $2,757+6.6% |
| Participant deferral / active EE | $2,282 | $3,985-42.7% | $5,013-54.5% | $4,300-46.9% |
| Admin fee / account holder | $1,823 | $8,449-78.4% | $10,961-83.4% | $6,925-73.7% |