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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 | $6,419 | $55,932-88.5% | $76,735-91.6% | $67,986-90.6% |
| Participation rate | 82.4% | 50.8%+31.6pp | 69.5%+12.9pp | 57.2%+25.1pp |
| Annual return | 18.84% | 23.10%-4.3pp | 29.77%-10.9pp | 31.67%-12.8pp |
| Employer contribution / active EE | $695 | $1,487-53.2% | $2,454-71.7% | $2,019-65.6% |
| Participant deferral / active EE | $1,871 | $2,558-26.9% | $4,088-54.2% | $3,358-44.3% |
| Admin fee / account holder | $524 | $4,907-89.3% | $7,189-92.7% | $3,203-83.6% |