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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 | $13,841 | $126,661-89.1% | $113,397-87.8% | $138,895-90.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.06% | 25.05%-10.0pp | 23.20%-8.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,822 | $3,456-47.3% | $2,977-38.8% | $4,194-56.6% |
| Participant deferral / active EE | $5,876 | $5,693+3.2% | $5,076+15.8% | $6,396-8.1% |
| Admin fee / account holder | $2,100 | $14,549-85.6% | $11,957-82.4% | $12,562-83.3% |