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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 | $10,563 | $123,155-91.4% | $108,753-90.3% | $155,188-93.2% |
| Participation rate | 88.9% | 75.6%+13.3pp | 71.1%+17.8pp | 80.8%+8.1pp |
| Annual return | 17.91% | 44.73%-26.8pp | 37.47%-19.6pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,041 | $2,811-63.0% | $2,427-57.1% | $4,248-75.5% |
| Participant deferral / active EE | $1,723 | $4,623-62.7% | $4,115-58.1% | $6,531-73.6% |
| Admin fee / account holder | $502 | $12,126-95.9% | $10,320-95.1% | $14,480-96.5% |