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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 | $11,066 | $59,839-81.5% | $81,991-86.5% | $79,852-86.1% |
| Participation rate | 85.0% | 61.6%+23.4pp | 69.3%+15.7pp | 69.6%+15.4pp |
| Annual return | 12.27% | 17.56%-5.3pp | 41.31%-29.0pp | 31.72%-19.4pp |
| Employer contribution / active EE | $3,974 | $1,713+131.9% | $2,498+59.1% | $2,471+60.8% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $314 | $4,287-92.7% | $5,665-94.5% | $5,306-94.1% |