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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 | $12,330 | $46,732-73.6% | $156,551-92.1% | $55,167-77.6% |
| Participation rate | 89.8% | 65.8%+24.0pp | 84.0%+5.8pp | 69.0%+20.8pp |
| Annual return | 11.03% | 17.72%-6.7pp | 32.23%-21.2pp | 169.23%-158.2pp |
| Employer contribution / active EE | $556 | $2,105-73.6% | $5,501-89.9% | $1,963-71.7% |
| Participant deferral / active EE | $1,175 | $2,204-46.7% | $4,871-75.9% | $3,054-61.5% |
| Admin fee / account holder | $2,248 | $418+437.3% | $13,028-82.7% | $504+346.1% |