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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 | $13,173 | $71,230-81.5% | $93,727-85.9% | $80,959-83.7% |
| Participation rate | 70.4% | 60.4%+10.0pp | 68.7%+1.7pp | 67.7%+2.7pp |
| Annual return | 12.34% | 11.26%+1.1pp | 133.83%-121.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $796 | $1,565-49.2% | $2,421-67.1% | $2,757-71.1% |
| Participant deferral / active EE | $2,143 | $4,037-46.9% | $4,417-51.5% | $4,300-50.2% |
| Admin fee / account holder | $546 | $6,961-92.2% | $8,292-93.4% | $6,925-92.1% |