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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 | $16,222 | $73,787-78.0% | $98,716-83.6% | $82,448-80.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 18.70% | 18.57%+0.1pp | 31.81%-13.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,021 | $1,511+33.7% | $2,279-11.3% | $2,551-20.8% |
| Participant deferral / active EE | $1,481 | $3,081-51.9% | $4,048-63.4% | $4,139-64.2% |
| Admin fee / account holder | $1,863 | $6,500-71.3% | $8,703-78.6% | $7,234-74.3% |