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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 | $11,197 | $108,825-89.7% | $156,181-92.8% | $82,448-86.4% |
| Participation rate | 96.4% | 72.4%+24.1pp | 78.8%+17.6pp | 68.1%+28.4pp |
| Annual return | 18.56% | 20.59%-2.0pp | 64.87%-46.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,184 | $2,870-58.7% | $4,294-72.4% | $2,551-53.6% |
| Participant deferral / active EE | $2,809 | $4,577-38.6% | $6,132-54.2% | $4,139-32.1% |
| Admin fee / account holder | $5,624 | $9,341-39.8% | $14,586-61.4% | $7,234-22.3% |