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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 | $10,609 | $55,713-81.0% | $75,901-86.0% | $72,975-85.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 19.24% | 27.60%-8.4pp | 30.76%-11.5pp | 81.01%-61.8pp |
| Employer contribution / active EE | $1,133 | $1,687-32.8% | $2,501-54.7% | $2,440-53.6% |
| Participant deferral / active EE | $2,263 | $2,634-14.1% | $3,603-37.2% | $3,608-37.3% |
| Admin fee / account holder | $887 | $3,980-77.7% | $5,420-83.6% | $5,124-82.7% |