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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 | $10,859 | $95,453-88.6% | $112,040-90.3% | $82,448-86.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 51.29% | 23.92%+27.4pp | 24.52%+26.8pp | 41.64%+9.7pp |
| Employer contribution / active EE | $998 | $2,318-56.9% | $2,954-66.2% | $2,551-60.9% |
| Participant deferral / active EE | $3,096 | $4,224-26.7% | $5,098-39.3% | $4,139-25.2% |
| Admin fee / account holder | $843 | $9,013-90.7% | $12,098-93.0% | $7,234-88.4% |