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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 | $6,636 | $81,262-91.8% | $155,602-95.7% | $80,911-91.8% |
| Participation rate | 85.1% | 66.2%+18.9pp | 78.2%+6.9pp | 67.6%+17.5pp |
| Annual return | 24.59% | 33.34%-8.8pp | 64.81%-40.2pp | 35.63%-11.0pp |
| Employer contribution / active EE | $959 | $3,102-69.1% | $4,675-79.5% | $2,756-65.2% |
| Participant deferral / active EE | $1,941 | $3,451-43.8% | $5,629-65.5% | $4,297-54.8% |
| Admin fee / account holder | $1,080 | $7,992-86.5% | $15,923-93.2% | $6,935-84.4% |