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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 | $19,198 | $106,864-82.0% | $147,318-87.0% | $82,637-76.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.25% | 27.49%-7.2pp | 70.43%-50.2pp | 53.51%-33.3pp |
| Employer contribution / active EE | $1,833 | $3,417-46.3% | $4,593-60.1% | $2,552-28.2% |
| Participant deferral / active EE | $3,982 | $6,496-38.7% | $7,906-49.6% | $4,126-3.5% |
| Admin fee / account holder | $703 | $8,415-91.6% | $13,708-94.9% | $7,339-90.4% |