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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 | $13,532 | $44,221-69.4% | $121,220-88.8% | $56,289-76.0% |
| Participation rate | 95.1% | 61.1%+34.1pp | 71.8%+23.4pp | 69.9%+25.3pp |
| Annual return | -5.94% | -3.58%-2.4pp | 16.94%-22.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,067 | $1,480-27.9% | $4,023-73.5% | $2,111-49.4% |
| Participant deferral / active EE | $1,959 | $2,521-22.3% | $3,345-41.5% | $3,350-41.5% |
| Admin fee / account holder | $315 | $480-34.5% | $5,021-93.7% | $521-39.6% |