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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 | $8,441 | $174,379-95.2% | $152,093-94.5% | $138,895-93.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 25.16% | 74.86%-49.7pp | 66.36%-41.2pp | 145.39%-120.2pp |
| Employer contribution / active EE | $2,242 | $4,652-51.8% | $4,175-46.3% | $4,194-46.6% |
| Participant deferral / active EE | $3,696 | $6,159-40.0% | $5,451-32.2% | $6,396-42.2% |
| Admin fee / account holder | $1,237 | $16,880-92.7% | $14,497-91.5% | $12,562-90.1% |