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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 | $17,071 | $46,877-63.6% | $122,354-86.0% | $70,126-75.7% |
| Participation rate | 71.4% | 58.2%+13.2pp | 71.6%-0.2pp | 69.5%+1.9pp |
| Annual return | 19.78% | 24.22%-4.4pp | 30.28%-10.5pp | 73.15%-53.4pp |
| Employer contribution / active EE | $728 | $1,288-43.5% | $4,051-82.0% | $2,343-68.9% |
| Participant deferral / active EE | $1,000 | $2,167-53.8% | $3,287-69.6% | $3,332-70.0% |
| Admin fee / account holder | $928 | $3,324-72.1% | $5,479-83.1% | $4,645-80.0% |