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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 | $10,702 | $106,588-90.0% | $94,215-88.6% | $155,188-93.1% |
| Participation rate | 70.6% | 74.3%-3.7pp | 70.0%+0.6pp | 80.8%-10.2pp |
| Annual return | 23.26% | 29.39%-6.1pp | 28.22%-5.0pp | 148.84%-125.6pp |
| Employer contribution / active EE | $1,836 | $3,080-40.4% | $2,675-31.4% | $4,248-56.8% |
| Participant deferral / active EE | $3,643 | $4,802-24.1% | $4,276-14.8% | $6,531-44.2% |
| Admin fee / account holder | $1,699 | $12,281-86.2% | $10,216-83.4% | $14,480-88.3% |