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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 | $10,785 | $104,251-89.7% | $91,004-88.1% | $147,586-92.7% |
| Participation rate | 89.5% | 78.2%+11.2pp | 75.6%+13.9pp | 82.8%+6.6pp |
| Annual return | 21.34% | 27.06%-5.7pp | 4.60%+16.7pp | 578.59%-557.3pp |
| Employer contribution / active EE | $1,796 | $3,116-42.4% | $2,456-26.9% | $4,876-63.2% |
| Participant deferral / active EE | $2,202 | $4,195-47.5% | $3,548-37.9% | $5,439-59.5% |
| Admin fee / account holder | $528 | $8,948-94.1% | $5,417-90.2% | $10,886-95.1% |