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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 | $21,034 | $79,209-73.4% | $102,434-79.5% | $74,459-71.8% |
| Participation rate | 91.3% | 74.8%+16.5pp | 76.5%+14.8pp | 67.2%+24.0pp |
| Annual return | 16.19% | 54.98%-38.8pp | 29.46%-13.3pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $2,668 | $2,362+12.9% | $3,023-11.8% | $2,626+1.6% |
| Participant deferral / active EE | $4,428 | $4,417+0.3% | $5,055-12.4% | $4,350+1.8% |
| Admin fee / account holder | $3,417 | $2,002+70.7% | $9,462-63.9% | $1,945+75.7% |