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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 | $20,465 | $76,834-73.4% | $108,359-81.1% | $87,485-76.6% |
| Participation rate | 85.3% | 61.7%+23.6pp | 70.1%+15.2pp | 68.9%+16.4pp |
| Annual return | 18.61% | 19.09%-0.5pp | 36.89%-18.3pp | 26.06%-7.4pp |
| Employer contribution / active EE | $755 | $1,556-51.5% | $2,399-68.5% | $2,596-70.9% |
| Participant deferral / active EE | $1,728 | $3,100-44.2% | $4,137-58.2% | $4,274-59.6% |
| Admin fee / account holder | $877 | $6,537-86.6% | $9,741-91.0% | $7,775-88.7% |