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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 | $10,008 | $124,425-92.0% | $112,040-91.1% | $137,256-92.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.17% | 24.72%-6.5pp | 24.52%-6.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,883 | $3,411-44.8% | $2,954-36.3% | $4,156-54.7% |
| Participant deferral / active EE | $2,396 | $5,718-58.1% | $5,098-53.0% | $6,407-62.6% |
| Admin fee / account holder | $1,081 | $15,207-92.9% | $12,098-91.1% | $12,270-91.2% |