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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 | $10,459 | $55,713-81.2% | $75,901-86.2% | $72,975-85.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 25.51% | 27.60%-2.1pp | 30.76%-5.3pp | 81.01%-55.5pp |
| Employer contribution / active EE | $1,229 | $1,687-27.1% | $2,501-50.8% | $2,440-49.6% |
| Participant deferral / active EE | $3,480 | $2,634+32.1% | $3,603-3.4% | $3,608-3.5% |
| Admin fee / account holder | $587 | $3,980-85.3% | $5,420-89.2% | $5,124-88.6% |