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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 | $13,349 | $108,825-87.7% | $156,181-91.5% | $82,448-83.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 21.47% | 20.59%+0.9pp | 64.87%-43.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $3,977 | $2,870+38.6% | $4,294-7.4% | $2,551+55.9% |
| Participant deferral / active EE | $3,221 | $4,577-29.6% | $6,132-47.5% | $4,139-22.2% |
| Admin fee / account holder | $1,009 | $9,341-89.2% | $14,586-93.1% | $7,234-86.1% |