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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 | $10,340 | $132,634-92.2% | $115,768-91.1% | $137,256-92.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.74% | 160.70%-144.0pp | 100.46%-83.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,372 | $3,360-59.2% | $2,940-53.3% | $4,156-67.0% |
| Participant deferral / active EE | $2,168 | $5,619-61.4% | $4,917-55.9% | $6,407-66.2% |
| Admin fee / account holder | $1,245 | $15,028-91.7% | $12,439-90.0% | $12,270-89.9% |