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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 | $12,340 | $89,259-86.2% | $107,187-88.5% | $82,637-85.1% |
| Participation rate | 83.3% | 67.9%+15.4pp | 75.0%+8.3pp | 68.1%+15.3pp |
| Annual return | 15.43% | 21.02%-5.6pp | 204.55%-189.1pp | 53.51%-38.1pp |
| Employer contribution / active EE | $1,180 | $3,080-61.7% | $3,782-68.8% | $2,552-53.8% |
| Participant deferral / active EE | $2,103 | $4,037-47.9% | $5,096-58.7% | $4,126-49.0% |
| Admin fee / account holder | $1,216 | $7,381-83.5% | $9,162-86.7% | $7,339-83.4% |