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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 | $11,080 | $88,672-87.5% | $105,223-89.5% | $82,448-86.6% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.2pp |
| Annual return | 16.36% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,126 | $3,048-63.0% | $3,689-69.5% | $2,551-55.8% |
| Participant deferral / active EE | $3,674 | $4,036-9.0% | $5,072-27.6% | $4,139-11.2% |
| Admin fee / account holder | $2,390 | $7,146-66.6% | $8,859-73.0% | $7,234-67.0% |