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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 | $16,974 | $90,400-81.2% | $186,193-90.9% | $87,485-80.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 19.80% | 22.15%-2.3pp | 78.03%-58.2pp | 26.06%-6.3pp |
| Employer contribution / active EE | $2,014 | $2,170-7.2% | $3,918-48.6% | $2,596-22.4% |
| Participant deferral / active EE | $3,235 | $4,330-25.3% | $6,513-50.3% | $4,274-24.3% |
| Admin fee / account holder | $1,292 | $8,673-85.1% | $11,058-88.3% | $7,775-83.4% |