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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 | $12,901 | $99,994-87.1% | $146,647-91.2% | $85,851-85.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 26.06% | 18.93%+7.1pp | 22.75%+3.3pp | 318.63%-292.6pp |
| Employer contribution / active EE | $858 | $2,559-66.5% | $4,137-79.3% | $2,565-66.6% |
| Participant deferral / active EE | $3,654 | $4,006-8.8% | $5,506-33.6% | $3,952-7.5% |
| Admin fee / account holder | $677 | $7,703-91.2% | $10,281-93.4% | $6,261-89.2% |