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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 | $11,518 | $53,128-78.3% | $86,582-86.7% | $70,126-83.6% |
| Participation rate | 80.4% | 65.3%+15.1pp | 73.5%+6.8pp | 69.5%+10.9pp |
| Annual return | 13.40% | 27.66%-14.3pp | 965.08%-951.7pp | 73.15%-59.8pp |
| Employer contribution / active EE | $566 | $2,068-72.6% | $2,839-80.1% | $2,343-75.9% |
| Participant deferral / active EE | $2,081 | $2,695-22.8% | $3,609-42.3% | $3,332-37.5% |
| Admin fee / account holder | $2,074 | $3,584-42.1% | $4,904-57.7% | $4,645-55.4% |