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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 | $17,740 | $89,259-80.1% | $107,187-83.4% | $82,637-78.5% |
| Participation rate | 98.1% | 67.9%+30.2pp | 75.0%+23.1pp | 68.1%+30.1pp |
| Annual return | 14.96% | 21.02%-6.1pp | 204.55%-189.6pp | 53.51%-38.5pp |
| Employer contribution / active EE | $897 | $3,080-70.9% | $3,782-76.3% | $2,552-64.9% |
| Participant deferral / active EE | $3,526 | $4,037-12.7% | $5,096-30.8% | $4,126-14.5% |
| Admin fee / account holder | $880 | $7,381-88.1% | $9,162-90.4% | $7,339-88.0% |