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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 | $11,278 | $67,602-83.3% | $82,312-86.3% | $70,126-83.9% |
| Participation rate | 89.9% | 72.8%+17.1pp | 76.9%+13.0pp | 69.5%+20.3pp |
| Annual return | 15.28% | 21.57%-6.3pp | 25.88%-10.6pp | 73.15%-57.9pp |
| Employer contribution / active EE | $633 | $1,755-63.9% | $2,428-73.9% | $2,343-73.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $434 | $4,512-90.4% | $5,608-92.3% | $4,645-90.7% |