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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 | $11,857 | $136,860-91.3% | $120,344-90.1% | $154,746-92.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 21.89% | 21.38%+0.5pp | 20.30%+1.6pp | 172.34%-150.5pp |
| Employer contribution / active EE | $2,048 | $3,533-42.0% | $3,020-32.2% | $4,379-53.2% |
| Participant deferral / active EE | $2,663 | $5,793-54.0% | $5,135-48.1% | $6,730-60.4% |
| Admin fee / account holder | $2,258 | $15,393-85.3% | $12,742-82.3% | $14,365-84.3% |