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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 | $13,199 | $106,749-87.6% | $145,433-90.9% | $82,448-84.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 43.07% | 27.59%+15.5pp | 66.58%-23.5pp | 41.64%+1.4pp |
| Employer contribution / active EE | $2,586 | $3,444-24.9% | $4,554-43.2% | $2,551+1.4% |
| Participant deferral / active EE | $4,174 | $6,519-36.0% | $7,897-47.1% | $4,139+0.8% |
| Admin fee / account holder | $319 | $8,390-96.2% | $13,129-97.6% | $7,234-95.6% |