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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 | $13,713 | $154,228-91.1% | $145,433-90.6% | $137,256-90.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.80% | 74.59%-48.8pp | 66.58%-40.8pp | 220.34%-194.5pp |
| Employer contribution / active EE | $3,175 | $4,804-33.9% | $4,554-30.3% | $4,156-23.6% |
| Participant deferral / active EE | $3,983 | $8,216-51.5% | $7,897-49.6% | $6,407-37.8% |
| Admin fee / account holder | $1,004 | $14,344-93.0% | $13,129-92.4% | $12,270-91.8% |