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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 | $16,597 | $106,864-84.5% | $147,318-88.7% | $82,637-79.9% |
| Participation rate | 88.7% | 75.5%+13.2pp | 82.1%+6.6pp | 68.1%+20.6pp |
| Annual return | 23.25% | 27.49%-4.2pp | 70.43%-47.2pp | 53.51%-30.3pp |
| Employer contribution / active EE | $794 | $3,417-76.8% | $4,593-82.7% | $2,552-68.9% |
| Participant deferral / active EE | $5,326 | $6,496-18.0% | $7,906-32.6% | $4,126+29.1% |
| Admin fee / account holder | $405 | $8,415-95.2% | $13,708-97.0% | $7,339-94.5% |