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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 | $7,417 | $57,061-87.0% | $85,063-91.3% | $80,911-90.8% |
| Participation rate | 73.1% | 56.3%+16.7pp | 67.5%+5.6pp | 67.6%+5.4pp |
| Annual return | 38.82% | 21.66%+17.2pp | 66.54%-27.7pp | 35.63%+3.2pp |
| Employer contribution / active EE | $2,598 | $1,799+44.4% | $2,727-4.7% | $2,756-5.7% |
| Participant deferral / active EE | $5,770 | $3,110+85.5% | $4,523+27.6% | $4,297+34.3% |
| Admin fee / account holder | $2,049 | $4,986-58.9% | $6,155-66.7% | $6,935-70.4% |