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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 | $24,293 | $110,137-77.9% | $161,149-84.9% | $82,637-70.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 19.99% | 20.69%-0.7pp | 21.16%-1.2pp | 53.51%-33.5pp |
| Employer contribution / active EE | $2,584 | $2,856-9.5% | $4,360-40.7% | $2,552+1.3% |
| Participant deferral / active EE | $5,012 | $4,575+9.6% | $6,153-18.5% | $4,126+21.5% |
| Admin fee / account holder | $1,799 | $9,467-81.0% | $15,194-88.2% | $7,339-75.5% |