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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 | $11,439 | $106,749-89.3% | $145,433-92.1% | $82,448-86.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 38.45% | 27.59%+10.9pp | 66.58%-28.1pp | 41.64%-3.2pp |
| Employer contribution / active EE | $2,058 | $3,444-40.3% | $4,554-54.8% | $2,551-19.3% |
| Participant deferral / active EE | $5,280 | $6,519-19.0% | $7,897-33.1% | $4,139+27.5% |
| Admin fee / account holder | $1,145 | $8,390-86.4% | $13,129-91.3% | $7,234-84.2% |