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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 | $11,680 | $106,864-89.1% | $147,318-92.1% | $82,637-85.9% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 24.14% | 27.49%-3.4pp | 70.43%-46.3pp | 53.51%-29.4pp |
| Employer contribution / active EE | $1,054 | $3,417-69.1% | $4,593-77.0% | $2,552-58.7% |
| Participant deferral / active EE | $2,748 | $6,496-57.7% | $7,906-65.2% | $4,126-33.4% |
| Admin fee / account holder | $456 | $8,415-94.6% | $13,708-96.7% | $7,339-93.8% |