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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 | $16,777 | $71,230-76.4% | $93,727-82.1% | $80,959-79.3% |
| Participation rate | 81.0% | 60.4%+20.6pp | 68.7%+12.2pp | 67.7%+13.3pp |
| Annual return | 19.30% | 11.26%+8.0pp | 133.83%-114.5pp | 35.67%-16.4pp |
| Employer contribution / active EE | $1,118 | $1,565-28.6% | $2,421-53.8% | $2,757-59.5% |
| Participant deferral / active EE | $1,515 | $4,037-62.5% | $4,417-65.7% | $4,300-64.8% |
| Admin fee / account holder | $1,409 | $6,961-79.8% | $8,292-83.0% | $6,925-79.7% |