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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 | $14,032 | $58,888-76.2% | $178,499-92.1% | $73,493-80.9% |
| Participation rate | 88.3% | 66.2%+22.1pp | 81.9%+6.4pp | 70.7%+17.6pp |
| Annual return | 11.74% | 24.86%-13.1pp | 151.10%-139.4pp | 28.51%-16.8pp |
| Employer contribution / active EE | $354 | $2,236-84.2% | $5,011-92.9% | $2,270-84.4% |
| Participant deferral / active EE | $1,388 | $2,568-45.9% | $5,202-73.3% | $3,740-62.9% |
| Admin fee / account holder | $1,376 | $400+243.7% | $13,986-90.2% | $513+168.2% |