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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 | $11,757 | $58,493-79.9% | $84,021-86.0% | $72,975-83.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 41.46% | 28.93%+12.5pp | 71.32%-29.9pp | 81.01%-39.6pp |
| Employer contribution / active EE | $2,663 | $1,163+128.9% | $1,984+34.2% | $2,440+9.1% |
| Participant deferral / active EE | $3,726 | $2,394+55.6% | $3,239+15.0% | $3,608+3.3% |
| Admin fee / account holder | $402 | $4,569-91.2% | $6,102-93.4% | $5,124-92.2% |