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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 | $14,423 | $52,678-72.6% | $75,784-81.0% | $59,633-75.8% |
| Participation rate | 73.7% | 67.2%+6.5pp | 75.8%-2.1pp | 68.7%+5.0pp |
| Annual return | -1.75% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,224 | $2,193-44.2% | $3,323-63.2% | $2,203-44.4% |
| Participant deferral / active EE | $1,795 | $2,591-30.7% | $3,652-50.8% | $3,192-43.8% |
| Admin fee / account holder | $490 | $3,610-86.4% | $5,300-90.7% | $4,297-88.6% |