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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 | $13,839 | $95,404-85.5% | $113,397-87.8% | $82,637-83.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.57% | 19.08%-2.5pp | 23.20%-6.6pp | 53.51%-36.9pp |
| Employer contribution / active EE | $1,979 | $2,307-14.2% | $2,977-33.5% | $2,552-22.5% |
| Participant deferral / active EE | $4,365 | $4,220+3.4% | $5,076-14.0% | $4,126+5.8% |
| Admin fee / account holder | $371 | $9,168-96.0% | $11,957-96.9% | $7,339-94.9% |