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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 | $10,338 | $78,520-86.8% | $96,576-89.3% | $82,448-87.5% |
| Participation rate | 95.3% | 77.7%+17.6pp | 81.4%+13.9pp | 68.1%+27.3pp |
| Annual return | 15.19% | 41.30%-26.1pp | 38.47%-23.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $412 | $2,630-84.3% | $3,553-88.4% | $2,551-83.9% |
| Participant deferral / active EE | $2,895 | $6,754-57.1% | $7,956-63.6% | $4,139-30.1% |
| Admin fee / account holder | $3,118 | $13,455-76.8% | $11,381-72.6% | $7,234-56.9% |