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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 | $28,461 | $94,031-69.7% | $115,768-75.4% | $82,448-65.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 21.05% | 20.61%+0.4pp | 100.46%-79.4pp | 41.64%-20.6pp |
| Employer contribution / active EE | $2,129 | $2,323-8.4% | $2,940-27.6% | $2,551-16.5% |
| Participant deferral / active EE | $2,739 | $3,972-31.0% | $4,917-44.3% | $4,139-33.8% |
| Admin fee / account holder | $387 | $10,249-96.2% | $12,439-96.9% | $7,234-94.7% |