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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 | $9,872 | $51,736-80.9% | $120,225-91.8% | $67,986-85.5% |
| Participation rate | 90.3% | 46.1%+44.2pp | 69.6%+20.7pp | 57.2%+33.1pp |
| Annual return | 30.46% | 31.98%-1.5pp | 439.23%-408.8pp | 31.67%-1.2pp |
| Employer contribution / active EE | $250 | $1,071-76.7% | $3,475-92.8% | $2,019-87.6% |
| Participant deferral / active EE | $2,685 | $2,206+21.7% | $3,999-32.8% | $3,358-20.0% |
| Admin fee / account holder | $1,136 | $4,159-72.7% | $5,696-80.1% | $3,203-64.5% |