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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 | $12,075 | $88,672-86.4% | $105,223-88.5% | $82,448-85.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 22.13% | 30.86%-8.7pp | 180.65%-158.5pp | 41.64%-19.5pp |
| Employer contribution / active EE | $2,171 | $3,048-28.8% | $3,689-41.1% | $2,551-14.9% |
| Participant deferral / active EE | $3,714 | $4,036-8.0% | $5,072-26.8% | $4,139-10.3% |
| Admin fee / account holder | $707 | $7,146-90.1% | $8,859-92.0% | $7,234-90.2% |