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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 | $12,265 | $76,551-84.0% | $123,894-90.1% | $62,881-80.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 12.55% | 18.68%-6.1pp | 47.52%-35.0pp | 20.14%-7.6pp |
| Employer contribution / active EE | $2,690 | $2,882-6.7% | $4,617-41.7% | $2,281+17.9% |
| Participant deferral / active EE | $4,216 | $4,840-12.9% | $5,984-29.5% | $3,203+31.6% |
| Admin fee / account holder | $1,940 | $4,826-59.8% | $8,357-76.8% | $4,296-54.8% |