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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 | $15,117 | $129,737-88.3% | $119,126-87.3% | $154,746-90.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.10% | 379.08%-366.0pp | 282.11%-269.0pp | 172.34%-159.2pp |
| Employer contribution / active EE | $974 | $4,375-77.7% | $4,034-75.9% | $4,379-77.8% |
| Participant deferral / active EE | $3,336 | $5,842-42.9% | $5,318-37.3% | $6,730-50.4% |
| Admin fee / account holder | $4,347 | $11,961-63.7% | $10,693-59.3% | $14,365-69.7% |