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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 | $12,725 | $86,050-85.2% | $189,758-93.3% | $94,015-86.5% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 11.90% | 17.77%-5.9pp | 52.62%-40.7pp | 17.84%-5.9pp |
| Employer contribution / active EE | $2,534 | $2,819-10.1% | $4,767-46.8% | $2,790-9.2% |
| Participant deferral / active EE | $1,521 | $3,349-54.6% | $5,856-74.0% | $4,249-64.2% |
| Admin fee / account holder | $649 | $6,627-90.2% | $20,388-96.8% | $8,951-92.8% |