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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 | $12,451 | $126,661-90.2% | $113,397-89.0% | $138,895-91.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 25.43% | 25.05%+0.4pp | 23.20%+2.2pp | 145.39%-120.0pp |
| Employer contribution / active EE | $1,737 | $3,456-49.8% | $2,977-41.7% | $4,194-58.6% |
| Participant deferral / active EE | $2,252 | $5,693-60.4% | $5,076-55.6% | $6,396-64.8% |
| Admin fee / account holder | $414 | $14,549-97.2% | $11,957-96.5% | $12,562-96.7% |