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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 | $9,791 | $101,795-90.4% | $165,100-94.1% | $80,959-87.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 14.53% | 16.73%-2.2pp | 70.21%-55.7pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,510 | $2,954-48.9% | $4,348-65.3% | $2,757-45.2% |
| Participant deferral / active EE | $2,372 | $4,476-47.0% | $6,035-60.7% | $4,300-44.8% |
| Admin fee / account holder | $569 | $8,221-93.1% | $12,696-95.5% | $6,925-91.8% |