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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 | $10,178 | $106,247-90.4% | $96,515-89.5% | $139,466-92.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.63% | 38.47%-24.8pp | 35.73%-22.1pp | 373.66%-360.0pp |
| Employer contribution / active EE | $1,438 | $4,106-65.0% | $3,740-61.5% | $4,754-69.7% |
| Participant deferral / active EE | $2,753 | $5,456-49.5% | $4,880-43.6% | $6,712-59.0% |
| Admin fee / account holder | $1,899 | $7,885-75.9% | $6,735-71.8% | $11,409-83.4% |