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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 | $11,132 | $107,421-89.6% | $182,262-93.9% | $94,015-88.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 15.74% | 21.32%-5.6pp | 140.60%-124.9pp | 17.84%-2.1pp |
| Employer contribution / active EE | $1,437 | $3,448-58.3% | $5,046-71.5% | $2,790-48.5% |
| Participant deferral / active EE | $2,885 | $6,558-56.0% | $8,276-65.1% | $4,249-32.1% |
| Admin fee / account holder | $609 | $8,692-93.0% | $16,712-96.4% | $8,951-93.2% |