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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 | $10,973 | $106,749-89.7% | $145,433-92.5% | $82,448-86.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 23.50% | 27.59%-4.1pp | 66.58%-43.1pp | 41.64%-18.1pp |
| Employer contribution / active EE | $1,664 | $3,444-51.7% | $4,554-63.5% | $2,551-34.8% |
| Participant deferral / active EE | $2,649 | $6,519-59.4% | $7,897-66.5% | $4,139-36.0% |
| Admin fee / account holder | $500 | $8,390-94.0% | $13,129-96.2% | $7,234-93.1% |