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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 | $11,096 | $85,171-87.0% | $172,752-93.6% | $72,975-84.8% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.6%+15.8pp | 69.5%+29.0pp |
| Annual return | 18.87% | 27.32%-8.5pp | 802.97%-784.1pp | 81.01%-62.1pp |
| Employer contribution / active EE | $996 | $3,324-70.0% | $5,144-80.6% | $2,440-59.2% |
| Participant deferral / active EE | $1,079 | $3,260-66.9% | $5,198-79.2% | $3,608-70.1% |
| Admin fee / account holder | $444 | $5,880-92.4% | $13,955-96.8% | $5,124-91.3% |