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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 | $10,888 | $67,602-83.9% | $82,312-86.8% | $70,126-84.5% |
| Participation rate | 88.2% | 72.8%+15.5pp | 76.9%+11.3pp | 69.5%+18.7pp |
| Annual return | 17.58% | 21.57%-4.0pp | 25.88%-8.3pp | 73.15%-55.6pp |
| Employer contribution / active EE | $645 | $1,755-63.3% | $2,428-73.5% | $2,343-72.5% |
| Participant deferral / active EE | $2,460 | $2,987-17.7% | $3,706-33.6% | $3,332-26.2% |
| Admin fee / account holder | $844 | $4,512-81.3% | $5,608-84.9% | $4,645-81.8% |