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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 | $18,821 | $81,487-76.9% | $102,412-81.6% | $80,935-76.7% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.7%+15.7pp |
| Annual return | 13.46% | 25.60%-12.1pp | 24.94%-11.5pp | 35.66%-22.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,514 | $3,871-35.0% | $5,060-50.3% | $4,299-41.5% |
| Admin fee / account holder | $2,798 | $6,717-58.4% | $8,388-66.6% | $6,924-59.6% |