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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 | $10,834 | $78,015-86.1% | $178,505-93.9% | $80,959-86.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 11.90% | 18.10%-6.2pp | 27.16%-15.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,346 | $2,281+2.8% | $3,955-40.7% | $2,757-14.9% |
| Participant deferral / active EE | $5,456 | $4,406+23.8% | $6,280-13.1% | $4,300+26.9% |
| Admin fee / account holder | $1,477 | $7,160-79.4% | $10,428-85.8% | $6,925-78.7% |