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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 | $11,905 | $161,352-92.6% | $134,172-91.1% | $137,256-91.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 21.91% | 28.72%-6.8pp | 25.30%-3.4pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,431 | $4,099-65.1% | $3,420-58.2% | $4,156-65.6% |
| Participant deferral / active EE | $4,122 | $5,552-25.8% | $4,690-12.1% | $6,407-35.7% |
| Admin fee / account holder | $667 | $15,028-95.6% | $12,016-94.5% | $12,270-94.6% |