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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 | $18,212 | $84,940-78.6% | $111,306-83.6% | $79,389-77.1% |
| Participation rate | 93.8% | 75.9%+17.9pp | 77.3%+16.4pp | 70.7%+23.0pp |
| Annual return | 21.33% | 17.45%+3.9pp | 54.67%-33.3pp | 116.89%-95.6pp |
| Employer contribution / active EE | $2,179 | $1,979+10.1% | $2,732-20.2% | $2,428-10.3% |
| Participant deferral / active EE | $4,662 | $3,889+19.9% | $4,488+3.9% | $4,046+15.2% |
| Admin fee / account holder | $648 | $537+20.7% | $7,966-91.9% | $626+3.5% |