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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 | $15,795 | $71,197-77.8% | $93,669-83.1% | $80,925-80.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 12.54% | 11.27%+1.3pp | 133.59%-121.1pp | 35.65%-23.1pp |
| Employer contribution / active EE | $3,748 | $1,565+139.5% | $2,424+54.7% | $2,756+36.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $937 | $6,959-86.5% | $8,291-88.7% | $6,940-86.5% |