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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 | $8,830 | $48,078-81.6% | $78,676-88.8% | $62,881-86.0% |
| Participation rate | 78.9% | 65.2%+13.7pp | 73.6%+5.3pp | 69.3%+9.6pp |
| Annual return | 7.71% | 31.36%-23.7pp | 62.19%-54.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,052 | $2,015-47.8% | $2,850-63.1% | $2,281-53.9% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $600 | $3,206-81.3% | $4,510-86.7% | $4,296-86.0% |