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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 | $20,996 | $212,386-90.1% | $199,883-89.5% | $138,895-84.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 24.82% | 47.75%-22.9pp | 43.81%-19.0pp | 145.39%-120.6pp |
| Employer contribution / active EE | $1,918 | $6,625-71.1% | $6,261-69.4% | $4,194-54.3% |
| Participant deferral / active EE | $4,035 | $9,617-58.0% | $9,138-55.8% | $6,396-36.9% |
| Admin fee / account holder | $1,060 | $18,233-94.2% | $17,268-93.9% | $12,562-91.6% |