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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 | $31,717 | $128,603-75.3% | $197,124-83.9% | $67,986-53.3% |
| Participation rate | 92.2% | 81.7%+10.6pp | 86.7%+5.5pp | 57.2%+35.0pp |
| Annual return | 27.14% | 23.77%+3.4pp | 44.34%-17.2pp | 31.67%-4.5pp |
| Employer contribution / active EE | $3,686 | $4,379-15.8% | $6,227-40.8% | $2,019+82.6% |
| Participant deferral / active EE | $7,272 | $6,840+6.3% | $9,135-20.4% | $3,358+116.6% |
| Admin fee / account holder | $418 | $3,035-86.2% | $16,298-97.4% | $3,203-86.9% |