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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 | $9,017 | $100,970-91.1% | $96,576-90.7% | $137,256-93.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 25.45% | 38.16%-12.7pp | 38.47%-13.0pp | 220.34%-194.9pp |
| Employer contribution / active EE | $458 | $3,809-88.0% | $3,553-87.1% | $4,156-89.0% |
| Participant deferral / active EE | $3,607 | $8,286-56.5% | $7,956-54.7% | $6,407-43.7% |
| Admin fee / account holder | $1,707 | $11,312-84.9% | $11,381-85.0% | $12,270-86.1% |