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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 | $14,408 | $106,864-86.5% | $147,318-90.2% | $82,637-82.6% |
| Participation rate | 98.8% | 75.5%+23.3pp | 82.1%+16.8pp | 68.1%+30.8pp |
| Annual return | 20.75% | 27.49%-6.7pp | 70.43%-49.7pp | 53.51%-32.8pp |
| Employer contribution / active EE | $2,333 | $3,417-31.7% | $4,593-49.2% | $2,552-8.6% |
| Participant deferral / active EE | $4,979 | $6,496-23.3% | $7,906-37.0% | $4,126+20.7% |
| Admin fee / account holder | $3,181 | $8,415-62.2% | $13,708-76.8% | $7,339-56.7% |