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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 | $12,808 | $161,352-92.1% | $134,172-90.5% | $137,256-90.7% |
| Participation rate | 83.3% | 78.3%+5.0pp | 72.5%+10.9pp | 80.0%+3.4pp |
| Annual return | 21.58% | 28.72%-7.1pp | 25.30%-3.7pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,799 | $4,099-56.1% | $3,420-47.4% | $4,156-56.7% |
| Participant deferral / active EE | $1,974 | $5,552-64.5% | $4,690-57.9% | $6,407-69.2% |
| Admin fee / account holder | $1,063 | $15,028-92.9% | $12,016-91.1% | $12,270-91.3% |