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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 | $106,524-89.7% | $152,301-92.8% | $87,485-87.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 23.50% | 26.89%-3.4pp | 80.50%-57.0pp | 26.06%-2.6pp |
| Employer contribution / active EE | $1,664 | $3,371-50.6% | $4,624-64.0% | $2,596-35.9% |
| Participant deferral / active EE | $2,649 | $6,525-59.4% | $8,004-66.9% | $4,274-38.0% |
| Admin fee / account holder | $500 | $8,287-94.0% | $14,398-96.5% | $7,775-93.6% |