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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 | $12,069 | $68,878-82.5% | $120,574-90.0% | $80,935-85.1% |
| Participation rate | 92.1% | 61.7%+30.4pp | 71.9%+20.2pp | 67.7%+24.4pp |
| Annual return | 12.96% | 23.67%-10.7pp | 107.42%-94.5pp | 35.66%-22.7pp |
| Employer contribution / active EE | $6,766 | $2,065+227.7% | $3,471+95.0% | $2,757+145.4% |
| Participant deferral / active EE | $7,046 | $3,189+121.0% | $4,996+41.0% | $4,299+63.9% |
| Admin fee / account holder | $757 | $5,782-86.9% | $9,445-92.0% | $6,924-89.1% |