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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 | $7,977 | $41,016-80.6% | $152,093-94.8% | $64,097-87.6% |
| Participation rate | 76.2% | 51.3%+24.8pp | 77.8%-1.6pp | 55.2%+21.0pp |
| Annual return | 19.14% | 39.60%-20.5pp | 66.36%-47.2pp | 34.64%-15.5pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,741 | $1,927-9.7% | $5,451-68.1% | $3,080-43.5% |
| Admin fee / account holder | $687 | $2,305-70.2% | $14,497-95.3% | $3,454-80.1% |