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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 | $2,179 | $16,790-87.0% | $64,489-96.6% | $67,986-96.8% |
| Participation rate | 78.9% | 62.4%+16.5pp | 67.7%+11.3pp | 57.2%+21.7pp |
| Annual return | 19.95% | 30.55%-10.6pp | 55.03%-35.1pp | 31.67%-11.7pp |
| Employer contribution / active EE | $444 | $648-31.4% | $1,523-70.8% | $2,019-78.0% |
| Participant deferral / active EE | $873 | $1,510-42.2% | $2,778-68.6% | $3,358-74.0% |
| Admin fee / account holder | $612 | $1,690-63.8% | $4,260-85.6% | $3,203-80.9% |