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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 | $14,335 | $106,864-86.6% | $147,318-90.3% | $82,637-82.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 28.11% | 27.49%+0.6pp | 70.43%-42.3pp | 53.51%-25.4pp |
| Employer contribution / active EE | $1,613 | $3,417-52.8% | $4,593-64.9% | $2,552-36.8% |
| Participant deferral / active EE | $8,322 | $6,496+28.1% | $7,906+5.3% | $4,126+101.7% |
| Admin fee / account holder | $936 | $8,415-88.9% | $13,708-93.2% | $7,339-87.3% |