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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 | $13,663 | $69,590-80.4% | $136,867-90.0% | $94,015-85.5% |
| Participation rate | 78.9% | 66.3%+12.6pp | 74.5%+4.4pp | 70.8%+8.1pp |
| Annual return | 17.19% | 19.62%-2.4pp | 42.97%-25.8pp | 17.84%-0.7pp |
| Employer contribution / active EE | $650 | $2,396-72.9% | $3,547-81.7% | $2,790-76.7% |
| Participant deferral / active EE | $1,949 | $3,437-43.3% | $4,924-60.4% | $4,249-54.1% |
| Admin fee / account holder | $324 | $8,912-96.4% | $10,340-96.9% | $8,951-96.4% |