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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,074 | $52,580-78.9% | $71,671-84.5% | $70,126-84.2% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 20.53% | 20.25%+0.3pp | 20.65%-0.1pp | 73.15%-52.6pp |
| Employer contribution / active EE | $4,408 | $1,616+172.8% | $2,460+79.2% | $2,343+88.2% |
| Participant deferral / active EE | $1,077 | $2,386-54.9% | $3,438-68.7% | $3,332-67.7% |
| Admin fee / account holder | $968 | $3,653-73.5% | $5,558-82.6% | $4,645-79.2% |