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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 | $18,542 | $106,864-82.6% | $147,318-87.4% | $82,637-77.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.79% | 27.49%-4.7pp | 70.43%-47.6pp | 53.51%-30.7pp |
| Employer contribution / active EE | $4,579 | $3,417+34.0% | $4,593-0.3% | $2,552+79.4% |
| Participant deferral / active EE | $3,490 | $6,496-46.3% | $7,906-55.9% | $4,126-15.4% |
| Admin fee / account holder | $1,040 | $8,415-87.6% | $13,708-92.4% | $7,339-85.8% |