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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 | $16,145 | $124,425-87.0% | $112,040-85.6% | $137,256-88.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.56% | 24.72%-13.2pp | 24.52%-13.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,806 | $3,411-47.1% | $2,954-38.9% | $4,156-56.6% |
| Participant deferral / active EE | $3,182 | $5,718-44.4% | $5,098-37.6% | $6,407-50.3% |
| Admin fee / account holder | $1,417 | $15,207-90.7% | $12,098-88.3% | $12,270-88.4% |