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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 | $52,682-87.8% | $78,004-91.8% | $64,097-90.0% |
| Participation rate | 82.4% | 47.7%+34.6pp | 69.4%+12.9pp | 55.2%+27.2pp |
| Annual return | 18.84% | 22.45%-3.6pp | 31.07%-12.2pp | 34.64%-15.8pp |
| Employer contribution / active EE | $695 | $1,323-47.4% | $2,469-71.8% | $1,891-63.2% |
| Participant deferral / active EE | $1,871 | $2,346-20.3% | $4,092-54.3% | $3,080-39.3% |
| Admin fee / account holder | $524 | $5,420-90.3% | $7,578-93.1% | $3,454-84.8% |