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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 | $10,655 | $55,457-80.8% | $77,361-86.2% | $94,015-88.7% |
| Participation rate | 87.1% | 69.8%+17.3pp | 75.0%+12.1pp | 70.8%+16.3pp |
| Annual return | 17.61% | 15.57%+2.0pp | 1011.54%-993.9pp | 17.84%-0.2pp |
| Employer contribution / active EE | $715 | $2,255-68.3% | $2,990-76.1% | $2,790-74.4% |
| Participant deferral / active EE | $3,796 | $3,069+23.7% | $3,911-2.9% | $4,249-10.7% |
| Admin fee / account holder | $1,021 | $4,334-76.4% | $5,894-82.7% | $8,951-88.6% |