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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 | $13,864 | $78,423-82.3% | $95,964-85.6% | $79,856-82.6% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 15.85% | 19.37%-3.5pp | 91.64%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,700 | $1,945-12.6% | $2,541-33.1% | $2,471-31.2% |
| Participant deferral / active EE | $2,216 | $3,440-35.6% | $4,167-46.8% | $3,741-40.8% |
| Admin fee / account holder | $852 | $5,622-84.8% | $6,797-87.5% | $5,306-83.9% |