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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 | $1,910 | $16,790-88.6% | $64,489-97.0% | $67,986-97.2% |
| Participation rate | 89.5% | 62.4%+27.1pp | 67.7%+21.8pp | 57.2%+32.3pp |
| Annual return | 19.95% | 30.55%-10.6pp | 55.03%-35.1pp | 31.67%-11.7pp |
| Employer contribution / active EE | $499 | $648-23.0% | $1,523-67.2% | $2,019-75.3% |
| Participant deferral / active EE | $1,245 | $1,510-17.5% | $2,778-55.2% | $3,358-62.9% |
| Admin fee / account holder | $393 | $1,690-76.8% | $4,260-90.8% | $3,203-87.7% |