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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 | $25,275 | $80,992-68.8% | $96,534-73.8% | $75,173-66.4% |
| Participation rate | 87.2% | 71.8%+15.4pp | 76.0%+11.2pp | 67.2%+20.0pp |
| Annual return | 17.28% | 27.05%-9.8pp | 25.88%-8.6pp | 160.72%-143.4pp |
| Employer contribution / active EE | $648 | $2,283-71.6% | $2,965-78.1% | $2,671-75.7% |
| Participant deferral / active EE | $1,989 | $3,929-49.4% | $4,851-59.0% | $4,126-51.8% |
| Admin fee / account holder | $697 | $6,717-89.6% | $8,253-91.6% | $5,651-87.7% |