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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 | $16,057 | $118,467-86.4% | $98,450-83.7% | $139,456-88.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.23% | 18.95%-1.7pp | 21.16%-3.9pp | 373.45%-356.2pp |
| Employer contribution / active EE | $2,265 | $3,611-37.3% | $3,049-25.7% | $4,753-52.3% |
| Participant deferral / active EE | $4,272 | $5,393-20.8% | $4,739-9.9% | $6,711-36.3% |
| Admin fee / account holder | $383 | $14,057-97.3% | $8,961-95.7% | $11,407-96.6% |