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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 | $10,295 | $88,672-88.4% | $105,223-90.2% | $82,448-87.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 25.89% | 30.86%-5.0pp | 180.65%-154.8pp | 41.64%-15.8pp |
| Employer contribution / active EE | $1,732 | $3,048-43.2% | $3,689-53.0% | $2,551-32.1% |
| Participant deferral / active EE | $2,647 | $4,036-34.4% | $5,072-47.8% | $4,139-36.1% |
| Admin fee / account holder | $723 | $7,146-89.9% | $8,859-91.8% | $7,234-90.0% |