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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 | $10,727 | $156,398-93.1% | $147,318-92.7% | $138,895-92.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 41.58% | 78.75%-37.2pp | 70.43%-28.9pp | 145.39%-103.8pp |
| Employer contribution / active EE | $2,924 | $4,853-39.8% | $4,593-36.3% | $4,194-30.3% |
| Participant deferral / active EE | $7,068 | $8,237-14.2% | $7,906-10.6% | $6,396+10.5% |
| Admin fee / account holder | $1,395 | $14,976-90.7% | $13,708-89.8% | $12,562-88.9% |