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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 | $11,040 | $74,535-85.2% | $100,712-89.0% | $82,637-86.6% |
| Participation rate | 87.5% | 61.2%+26.3pp | 69.3%+18.2pp | 68.1%+19.4pp |
| Annual return | 20.99% | 18.92%+2.1pp | 33.27%-12.3pp | 53.51%-32.5pp |
| Employer contribution / active EE | $435 | $1,503-71.1% | $2,313-81.2% | $2,552-83.0% |
| Participant deferral / active EE | $1,539 | $3,074-49.9% | $4,085-62.3% | $4,126-62.7% |
| Admin fee / account holder | $329 | $6,576-95.0% | $9,256-96.4% | $7,339-95.5% |