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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 | $124,425-90.0% | $112,040-88.9% | $137,256-90.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 25.43% | 24.72%+0.7pp | 24.52%+0.9pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,737 | $3,411-49.1% | $2,954-41.2% | $4,156-58.2% |
| Participant deferral / active EE | $2,252 | $5,718-60.6% | $5,098-55.8% | $6,407-64.9% |
| Admin fee / account holder | $414 | $15,207-97.3% | $12,098-96.6% | $12,270-96.6% |