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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 | $15,549 | $87,132-82.2% | $105,624-85.3% | $80,959-80.8% |
| Participation rate | 72.7% | 70.4%+2.3pp | 75.3%-2.5pp | 67.7%+5.1pp |
| Annual return | 13.99% | 17.03%-3.0pp | 116.20%-102.2pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,078 | $2,397-55.0% | $3,168-66.0% | $2,757-60.9% |
| Participant deferral / active EE | $2,245 | $3,985-43.7% | $5,013-55.2% | $4,300-47.8% |
| Admin fee / account holder | $314 | $8,449-96.3% | $10,961-97.1% | $6,925-95.5% |