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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 | $14,213 | $101,752-86.0% | $164,928-91.4% | $80,911-82.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.02% | 16.73%-3.7pp | 70.08%-57.1pp | 35.63%-22.6pp |
| Employer contribution / active EE | $2,784 | $2,953-5.7% | $4,343-35.9% | $2,756+1.0% |
| Participant deferral / active EE | $2,110 | $4,477-52.9% | $6,034-65.0% | $4,297-50.9% |
| Admin fee / account holder | $1,303 | $8,218-84.1% | $12,684-89.7% | $6,935-81.2% |