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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 | $10,552 | $49,255-78.6% | $70,494-85.0% | $79,856-86.8% |
| Participation rate | 71.4% | 69.2%+2.3pp | 75.1%-3.6pp | 69.6%+1.8pp |
| Annual return | 19.68% | 30.10%-10.4pp | 109.16%-89.5pp | 31.71%-12.0pp |
| Employer contribution / active EE | $588 | $2,100-72.0% | $2,738-78.5% | $2,471-76.2% |
| Participant deferral / active EE | $1,633 | $2,768-41.0% | $3,711-56.0% | $3,741-56.3% |
| Admin fee / account holder | $1,346 | $2,879-53.2% | $3,848-65.0% | $5,306-74.6% |