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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 | $24,395 | $86,949-71.9% | $102,460-76.2% | $80,959-69.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.98% | 18.89%-2.9pp | 29.47%-13.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $3,905 | $2,370+64.8% | $3,025+29.1% | $2,757+41.6% |
| Participant deferral / active EE | $13,610 | $4,121+230.2% | $5,056+169.2% | $4,300+216.5% |
| Admin fee / account holder | $5,451 | $8,048-32.3% | $9,460-42.4% | $6,925-21.3% |