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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 | $17,161 | $78,428-78.1% | $95,960-82.1% | $79,852-78.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.47% | 19.37%-3.9pp | 91.63%-76.2pp | 31.72%-16.2pp |
| Employer contribution / active EE | $1,484 | $1,945-23.7% | $2,541-41.6% | $2,471-39.9% |
| Participant deferral / active EE | $2,427 | $3,440-29.5% | $4,167-41.8% | $3,740-35.1% |
| Admin fee / account holder | $589 | $5,622-89.5% | $6,797-91.3% | $5,306-88.9% |