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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 | $15,062 | $74,535-79.8% | $100,712-85.0% | $82,637-81.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 16.28% | 18.92%-2.6pp | 33.27%-17.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $482 | $1,503-67.9% | $2,313-79.1% | $2,552-81.1% |
| Participant deferral / active EE | $3,559 | $3,074+15.8% | $4,085-12.9% | $4,126-13.7% |
| Admin fee / account holder | $344 | $6,576-94.8% | $9,256-96.3% | $7,339-95.3% |