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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 | $68,586-82.4% | $120,380-90.0% | $80,911-85.1% |
| Participation rate | 92.1% | 61.6%+30.5pp | 71.9%+20.2pp | 67.6%+24.5pp |
| Annual return | 12.96% | 23.62%-10.7pp | 107.28%-94.3pp | 35.63%-22.7pp |
| Employer contribution / active EE | $6,766 | $2,053+229.7% | $3,465+95.3% | $2,756+145.5% |
| Participant deferral / active EE | $7,046 | $3,174+122.0% | $4,992+41.1% | $4,297+64.0% |
| Admin fee / account holder | $757 | $5,733-86.8% | $9,421-92.0% | $6,935-89.1% |