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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 | $18,238 | $88,672-79.4% | $105,223-82.7% | $82,448-77.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.93% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,022 | $3,048-33.7% | $3,689-45.2% | $2,551-20.7% |
| Participant deferral / active EE | $3,738 | $4,036-7.4% | $5,072-26.3% | $4,139-9.7% |
| Admin fee / account holder | $862 | $7,146-87.9% | $8,859-90.3% | $7,234-88.1% |