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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 | $99,875-80.8% | $146,866-86.9% | $86,983-77.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.25% | 28.10%-7.8pp | 102.85%-82.6pp | 25.83%-5.6pp |
| Employer contribution / active EE | $1,833 | $3,224-43.1% | $4,425-58.6% | $2,584-29.1% |
| Participant deferral / active EE | $3,982 | $6,322-37.0% | $7,759-48.7% | $4,194-5.0% |
| Admin fee / account holder | $703 | $7,838-91.0% | $13,620-94.8% | $7,856-91.1% |