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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 | $12,315 | $108,825-88.7% | $156,181-92.1% | $82,448-85.1% |
| Participation rate | 84.4% | 72.4%+12.0pp | 78.8%+5.5pp | 68.1%+16.3pp |
| Annual return | 14.23% | 20.59%-6.4pp | 64.87%-50.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $870 | $2,870-69.7% | $4,294-79.7% | $2,551-65.9% |
| Participant deferral / active EE | $2,067 | $4,577-54.8% | $6,132-66.3% | $4,139-50.1% |
| Admin fee / account holder | $911 | $9,341-90.2% | $14,586-93.8% | $7,234-87.4% |