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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 | $14,441 | $106,749-86.5% | $145,433-90.1% | $82,448-82.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.79% | 27.59%-7.8pp | 66.58%-46.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,876 | $3,444-45.5% | $4,554-58.8% | $2,551-26.5% |
| Participant deferral / active EE | $2,711 | $6,519-58.4% | $7,897-65.7% | $4,139-34.5% |
| Admin fee / account holder | $1,439 | $8,390-82.8% | $13,129-89.0% | $7,234-80.1% |