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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 | $23,114 | $82,879-72.1% | $96,576-76.1% | $67,986-66.0% |
| Participation rate | 80.3% | 75.2%+5.2pp | 81.4%-1.1pp | 57.2%+23.1pp |
| Annual return | 25.96% | 36.90%-10.9pp | 38.47%-12.5pp | 31.67%-5.7pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,002 | $6,976-14.0% | $7,956-24.6% | $3,358+78.7% |
| Admin fee / account holder | $4,815 | $2,783+73.0% | $11,381-57.7% | $3,203+50.3% |