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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 | $13,237 | $106,749-87.6% | $145,433-90.9% | $82,448-83.9% |
| Participation rate | 93.3% | 75.6%+17.6pp | 82.1%+11.1pp | 68.1%+25.2pp |
| Annual return | 25.48% | 27.59%-2.1pp | 66.58%-41.1pp | 41.64%-16.2pp |
| Employer contribution / active EE | $1,713 | $3,444-50.3% | $4,554-62.4% | $2,551-32.8% |
| Participant deferral / active EE | $4,224 | $6,519-35.2% | $7,897-46.5% | $4,139+2.0% |
| Admin fee / account holder | $1,707 | $8,390-79.7% | $13,129-87.0% | $7,234-76.4% |