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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 | $15,571 | $110,307-85.9% | $96,576-83.9% | $139,456-88.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 26.39% | 26.40%0pp | 25.87%+0.5pp | 373.45%-347.1pp |
| Employer contribution / active EE | $1,664 | $3,619-54.0% | $2,965-43.9% | $4,753-65.0% |
| Participant deferral / active EE | $7,090 | $5,547+27.8% | $4,851+46.2% | $6,711+5.6% |
| Admin fee / account holder | $1,972 | $11,597-83.0% | $8,253-76.1% | $11,407-82.7% |