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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 | $18,452 | $110,137-83.2% | $161,149-88.5% | $82,637-77.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 19.16% | 20.69%-1.5pp | 21.16%-2.0pp | 53.51%-34.3pp |
| Employer contribution / active EE | $905 | $2,856-68.3% | $4,360-79.2% | $2,552-64.5% |
| Participant deferral / active EE | $3,245 | $4,575-29.1% | $6,153-47.3% | $4,126-21.4% |
| Admin fee / account holder | $1,565 | $9,467-83.5% | $15,194-89.7% | $7,339-78.7% |