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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 | $19,974 | $81,446-75.5% | $103,374-80.7% | $80,874-75.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.87% | 25.57%-9.7pp | 24.89%-9.0pp | 35.62%-19.7pp |
| Employer contribution / active EE | $917 | $3,107-70.5% | $3,869-76.3% | $2,756-66.7% |
| Participant deferral / active EE | $8,043 | $3,870+107.8% | $5,058+59.0% | $4,297+87.2% |
| Admin fee / account holder | $610 | $6,715-90.9% | $8,394-92.7% | $6,935-91.2% |