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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 | $13,051 | $84,236-84.5% | $170,435-92.3% | $70,126-81.4% |
| Participation rate | 87.1% | 70.8%+16.2pp | 83.6%+3.5pp | 69.5%+17.5pp |
| Annual return | 19.47% | 23.06%-3.6pp | 205.94%-186.5pp | 73.15%-53.7pp |
| Employer contribution / active EE | $1,511 | $3,387-55.4% | $5,432-72.2% | $2,343-35.5% |
| Participant deferral / active EE | $2,102 | $3,086-31.9% | $4,939-57.5% | $3,332-36.9% |
| Admin fee / account holder | $1,990 | $5,698-65.1% | $13,881-85.7% | $4,645-57.2% |