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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 | $5,046 | $112,729-95.5% | $98,716-94.9% | $137,256-96.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.83% | 38.48%-18.7pp | 31.81%-12.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $825 | $2,725-69.7% | $2,279-63.8% | $4,156-80.2% |
| Participant deferral / active EE | $1,153 | $4,640-75.1% | $4,048-71.5% | $6,407-82.0% |
| Admin fee / account holder | $375 | $10,129-96.3% | $8,703-95.7% | $12,270-96.9% |