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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 | $16,023 | $55,457-71.1% | $77,361-79.3% | $94,015-83.0% |
| Participation rate | 96.6% | 69.8%+26.7pp | 75.0%+21.6pp | 70.8%+25.7pp |
| Annual return | 12.07% | 15.57%-3.5pp | 1011.54%-999.5pp | 17.84%-5.8pp |
| Employer contribution / active EE | $560 | $2,255-75.1% | $2,990-81.3% | $2,790-79.9% |
| Participant deferral / active EE | $1,526 | $3,069-50.3% | $3,911-61.0% | $4,249-64.1% |
| Admin fee / account holder | $762 | $4,334-82.4% | $5,894-87.1% | $8,951-91.5% |