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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 | $11,032 | $65,027-83.0% | $90,970-87.9% | $79,852-86.2% |
| Participation rate | 85.7% | 61.6%+24.1pp | 69.0%+16.7pp | 69.6%+16.1pp |
| Annual return | 22.10% | 30.45%-8.3pp | 134.58%-112.5pp | 31.72%-9.6pp |
| Employer contribution / active EE | $1,080 | $1,247-13.4% | $2,122-49.1% | $2,471-56.3% |
| Participant deferral / active EE | $1,903 | $2,512-24.2% | $3,373-43.6% | $3,740-49.1% |
| Admin fee / account holder | $857 | $4,535-81.1% | $5,960-85.6% | $5,306-83.8% |