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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 | $12,567 | $69,444-81.9% | $92,985-86.5% | $87,485-85.6% |
| Participation rate | 91.9% | 63.3%+28.6pp | 69.5%+22.4pp | 68.9%+23.0pp |
| Annual return | 20.67% | 23.85%-3.2pp | 27.99%-7.3pp | 26.06%-5.4pp |
| Employer contribution / active EE | $970 | $1,917-49.4% | $2,662-63.6% | $2,596-62.6% |
| Participant deferral / active EE | $3,172 | $3,364-5.7% | $4,377-27.5% | $4,274-25.8% |
| Admin fee / account holder | $1,583 | $6,137-74.2% | $9,463-83.3% | $7,775-79.6% |