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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 | $11,214 | $101,752-89.0% | $164,928-93.2% | $80,911-86.1% |
| Participation rate | 93.1% | 71.8%+21.3pp | 78.6%+14.5pp | 67.6%+25.5pp |
| Annual return | 17.98% | 16.73%+1.3pp | 70.08%-52.1pp | 35.63%-17.6pp |
| Employer contribution / active EE | $956 | $2,953-67.6% | $4,343-78.0% | $2,756-65.3% |
| Participant deferral / active EE | $4,551 | $4,477+1.7% | $6,034-24.6% | $4,297+5.9% |
| Admin fee / account holder | $1,089 | $8,218-86.8% | $12,684-91.4% | $6,935-84.3% |