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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 | $19,112 | $88,707-78.5% | $74,185-74.2% | $273,970-93.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.30% | 11.94%-7.6pp | 17.74%-13.4pp | 41.46%-37.2pp |
| Employer contribution / active EE | $4,167 | $3,159+31.9% | $2,370+75.8% | $4,869-14.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $996 | $8,717-88.6% | $5,586-82.2% | $10,132-90.2% |