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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 | $7,823 | $115,225-93.2% | $100,712-92.2% | $138,895-94.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 11.76% | 40.35%-28.6pp | 33.27%-21.5pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1,746 | $2,771-37.0% | $2,313-24.5% | $4,194-58.4% |
| Participant deferral / active EE | $3,578 | $4,699-23.9% | $4,085-12.4% | $6,396-44.1% |
| Admin fee / account holder | $1,615 | $10,844-85.1% | $9,256-82.6% | $12,562-87.1% |