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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 | $14,159 | $89,259-84.1% | $107,187-86.8% | $82,637-82.9% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.9pp | 68.1%+20.8pp |
| Annual return | 13.45% | 21.02%-7.6pp | 204.55%-191.1pp | 53.51%-40.1pp |
| Employer contribution / active EE | $1,490 | $3,080-51.6% | $3,782-60.6% | $2,552-41.6% |
| Participant deferral / active EE | $3,974 | $4,037-1.6% | $5,096-22.0% | $4,126-3.7% |
| Admin fee / account holder | $1,686 | $7,381-77.2% | $9,162-81.6% | $7,339-77.0% |