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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 | $10,594 | $71,215-85.1% | $93,696-88.7% | $80,935-86.9% |
| Participation rate | 74.6% | 60.4%+14.2pp | 68.7%+5.9pp | 67.7%+7.0pp |
| Annual return | 10.08% | 11.27%-1.2pp | 133.74%-123.7pp | 35.66%-25.6pp |
| Employer contribution / active EE | $893 | $1,565-42.9% | $2,422-63.1% | $2,757-67.6% |
| Participant deferral / active EE | $1,800 | $4,037-55.4% | $4,417-59.3% | $4,299-58.1% |
| Admin fee / account holder | $481 | $6,958-93.1% | $8,287-94.2% | $6,924-93.1% |