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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 | $12,130 | $212,386-94.3% | $199,883-93.9% | $138,895-91.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.76% | 47.75%-26.0pp | 43.81%-22.1pp | 145.39%-123.6pp |
| Employer contribution / active EE | $1,693 | $6,625-74.4% | $6,261-73.0% | $4,194-59.6% |
| Participant deferral / active EE | $3,102 | $9,617-67.7% | $9,138-66.1% | $6,396-51.5% |
| Admin fee / account holder | $894 | $18,233-95.1% | $17,268-94.8% | $12,562-92.9% |