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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 | $23,700 | $104,098-77.2% | $140,514-83.1% | $94,015-74.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 11.23% | 15.14%-3.9pp | 14.36%-3.1pp | 17.84%-6.6pp |
| Employer contribution / active EE | $1,163 | $2,388-51.3% | $3,378-65.6% | $2,790-58.3% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $678 | $10,439-93.5% | $13,697-95.0% | $8,951-92.4% |