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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 | $21,133 | $106,864-80.2% | $147,318-85.7% | $82,637-74.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.42% | 27.49%-12.1pp | 70.43%-55.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $3,236 | $3,417-5.3% | $4,593-29.6% | $2,552+26.8% |
| Participant deferral / active EE | $4,398 | $6,496-32.3% | $7,906-44.4% | $4,126+6.6% |
| Admin fee / account holder | $4,315 | $8,415-48.7% | $13,708-68.5% | $7,339-41.2% |