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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 | $14,625 | $154,228-90.5% | $145,433-89.9% | $137,256-89.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.87% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,267 | $4,804-73.6% | $4,554-72.2% | $4,156-69.5% |
| Participant deferral / active EE | $4,931 | $8,216-40.0% | $7,897-37.6% | $6,407-23.0% |
| Admin fee / account holder | $1,522 | $14,344-89.4% | $13,129-88.4% | $12,270-87.6% |