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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 | $6,000 | $174,379-96.6% | $152,093-96.1% | $138,895-95.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.45% | 74.86%-53.4pp | 66.36%-44.9pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,781 | $4,652-61.7% | $4,175-57.3% | $4,194-57.5% |
| Participant deferral / active EE | $4,004 | $6,159-35.0% | $5,451-26.5% | $6,396-37.4% |
| Admin fee / account holder | $2,228 | $16,880-86.8% | $14,497-84.6% | $12,562-82.3% |