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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 | $9,063 | $106,588-91.5% | $94,215-90.4% | $155,188-94.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 18.66% | 29.39%-10.7pp | 28.22%-9.6pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,253 | $3,080-59.3% | $2,675-53.2% | $4,248-70.5% |
| Participant deferral / active EE | $2,525 | $4,802-47.4% | $4,276-41.0% | $6,531-61.3% |
| Admin fee / account holder | $321 | $12,281-97.4% | $10,216-96.9% | $14,480-97.8% |