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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 | $18,421 | $93,598-80.3% | $135,974-86.5% | $75,173-75.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.83% | 30.89%-6.1pp | 68.30%-43.5pp | 160.72%-135.9pp |
| Employer contribution / active EE | $2,736 | $3,538-22.7% | $4,859-43.7% | $2,671+2.4% |
| Participant deferral / active EE | $5,571 | $6,405-13.0% | $7,760-28.2% | $4,126+35.0% |
| Admin fee / account holder | $451 | $6,978-93.5% | $10,767-95.8% | $5,651-92.0% |