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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 | $106,864-86.5% | $147,318-90.2% | $82,637-82.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.79% | 27.49%-7.7pp | 70.43%-50.6pp | 53.51%-33.7pp |
| Employer contribution / active EE | $1,876 | $3,417-45.1% | $4,593-59.2% | $2,552-26.5% |
| Participant deferral / active EE | $2,711 | $6,496-58.3% | $7,906-65.7% | $4,126-34.3% |
| Admin fee / account holder | $1,439 | $8,415-82.9% | $13,708-89.5% | $7,339-80.4% |