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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 | $11,718 | $212,386-94.5% | $199,883-94.1% | $138,895-91.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 33.90% | 47.75%-13.9pp | 43.81%-9.9pp | 145.39%-111.5pp |
| Employer contribution / active EE | $1,542 | $6,625-76.7% | $6,261-75.4% | $4,194-63.2% |
| Participant deferral / active EE | $4,415 | $9,617-54.1% | $9,138-51.7% | $6,396-31.0% |
| Admin fee / account holder | $1,751 | $18,233-90.4% | $17,268-89.9% | $12,562-86.1% |