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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 | $12,138 | $86,050-85.9% | $189,758-93.6% | $94,015-87.1% |
| Participation rate | 71.0% | 68.9%+2.1pp | 79.8%-8.8pp | 70.8%+0.1pp |
| Annual return | 13.33% | 17.77%-4.4pp | 52.62%-39.3pp | 17.84%-4.5pp |
| Employer contribution / active EE | $1,072 | $2,819-62.0% | $4,767-77.5% | $2,790-61.6% |
| Participant deferral / active EE | $2,233 | $3,349-33.3% | $5,856-61.9% | $4,249-47.5% |
| Admin fee / account holder | $4,599 | $6,627-30.6% | $20,388-77.4% | $8,951-48.6% |