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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 | $15,502 | $80,781-80.8% | $102,437-84.9% | $74,478-79.2% |
| Participation rate | 96.6% | 65.7%+30.9pp | 74.5%+22.1pp | 67.2%+29.4pp |
| Annual return | 15.31% | 27.58%-12.3pp | 24.95%-9.6pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $1,060 | $3,160-66.4% | $3,871-72.6% | $2,626-59.6% |
| Participant deferral / active EE | $3,001 | $3,862-22.3% | $5,060-40.7% | $4,350-31.0% |
| Admin fee / account holder | $1,098 | $2,372-53.7% | $8,388-86.9% | $1,946-43.6% |