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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 | $15,547 | $88,360-82.4% | $145,433-89.3% | $67,986-77.1% |
| Participation rate | 75.9% | 65.5%+10.4pp | 82.1%-6.2pp | 57.2%+18.7pp |
| Annual return | 14.83% | 63.15%-48.3pp | 66.58%-51.7pp | 31.67%-16.8pp |
| Employer contribution / active EE | $1,433 | $3,054-53.1% | $4,554-68.5% | $2,019-29.0% |
| Participant deferral / active EE | $2,822 | $5,932-52.4% | $7,897-64.3% | $3,358-16.0% |
| Admin fee / account holder | $2,333 | $3,313-29.6% | $13,129-82.2% | $3,203-27.2% |