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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 | $10,630 | $174,379-93.9% | $152,093-93.0% | $138,895-92.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.81% | 74.86%-52.0pp | 66.36%-43.5pp | 145.39%-122.6pp |
| Employer contribution / active EE | $1,162 | $4,652-75.0% | $4,175-72.2% | $4,194-72.3% |
| Participant deferral / active EE | $2,065 | $6,159-66.5% | $5,451-62.1% | $6,396-67.7% |
| Admin fee / account holder | $385 | $16,880-97.7% | $14,497-97.3% | $12,562-96.9% |