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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 | $13,748 | $156,398-91.2% | $147,318-90.7% | $138,895-90.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 27.27% | 78.75%-51.5pp | 70.43%-43.2pp | 145.39%-118.1pp |
| Employer contribution / active EE | $2,929 | $4,853-39.6% | $4,593-36.2% | $4,194-30.2% |
| Participant deferral / active EE | $5,897 | $8,237-28.4% | $7,906-25.4% | $6,396-7.8% |
| Admin fee / account holder | $1,313 | $14,976-91.2% | $13,708-90.4% | $12,562-89.5% |