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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 | $13,683 | $91,179-85.0% | $178,499-92.3% | $79,852-82.9% |
| Participation rate | 86.2% | 69.2%+16.9pp | 81.9%+4.2pp | 69.6%+16.5pp |
| Annual return | 19.16% | 24.19%-5.0pp | 151.10%-131.9pp | 31.72%-12.6pp |
| Employer contribution / active EE | $767 | $3,256-76.4% | $5,011-84.7% | $2,471-69.0% |
| Participant deferral / active EE | $4,743 | $3,236+46.6% | $5,202-8.8% | $3,740+26.8% |
| Admin fee / account holder | $636 | $6,749-90.6% | $13,986-95.5% | $5,306-88.0% |