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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 | $41,517 | $143,969-71.2% | $199,883-79.2% | $82,637-49.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 27.75% | 25.67%+2.1pp | 43.81%-16.1pp | 53.51%-25.8pp |
| Employer contribution / active EE | $5,287 | $4,632+14.1% | $6,261-15.6% | $2,552+107.2% |
| Participant deferral / active EE | $11,595 | $6,937+67.1% | $9,138+26.9% | $4,126+181.0% |
| Admin fee / account holder | $1,029 | $14,597-93.0% | $17,268-94.0% | $7,339-86.0% |