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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 | $19,275 | $106,749-81.9% | $145,433-86.7% | $82,448-76.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.81% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,629 | $3,444-52.7% | $4,554-64.2% | $2,551-36.2% |
| Participant deferral / active EE | $3,271 | $6,519-49.8% | $7,897-58.6% | $4,139-21.0% |
| Admin fee / account holder | $785 | $8,390-90.6% | $13,129-94.0% | $7,234-89.2% |