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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 | $20,594 | $97,550-78.9% | $120,344-82.9% | $87,485-76.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 15.76% | 18.41%-2.6pp | 20.30%-4.5pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,701 | $2,291-25.7% | $3,020-43.7% | $2,596-34.5% |
| Participant deferral / active EE | $3,373 | $4,230-20.3% | $5,135-34.3% | $4,274-21.1% |
| Admin fee / account holder | $371 | $9,543-96.1% | $12,742-97.1% | $7,775-95.2% |