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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 | $10,324 | $115,225-91.0% | $100,712-89.7% | $138,895-92.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.26% | 40.35%-25.1pp | 33.27%-18.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,041 | $2,771-62.4% | $2,313-55.0% | $4,194-75.2% |
| Participant deferral / active EE | $2,025 | $4,699-56.9% | $4,085-50.4% | $6,396-68.3% |
| Admin fee / account holder | $3,337 | $10,844-69.2% | $9,256-63.9% | $12,562-73.4% |