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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 | $11,708 | $54,541-78.5% | $78,778-85.1% | $70,126-83.3% |
| Participation rate | 94.1% | 60.8%+33.3pp | 69.2%+24.9pp | 69.5%+24.6pp |
| Annual return | 17.37% | 21.07%-3.7pp | 35.62%-18.3pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,424 | $1,089+30.8% | $1,986-28.3% | $2,343-39.2% |
| Participant deferral / active EE | $3,528 | $2,210+59.6% | $2,958+19.2% | $3,332+5.9% |
| Admin fee / account holder | $902 | $3,709-75.7% | $5,134-82.4% | $4,645-80.6% |