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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 | $10,320 | $154,228-93.3% | $145,433-92.9% | $137,256-92.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.98% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,999 | $4,804-37.6% | $4,554-34.2% | $4,156-27.8% |
| Participant deferral / active EE | $4,234 | $8,216-48.5% | $7,897-46.4% | $6,407-33.9% |
| Admin fee / account holder | $830 | $14,344-94.2% | $13,129-93.7% | $12,270-93.2% |