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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 | $12,621 | $71,230-82.3% | $93,727-86.5% | $80,959-84.4% |
| Participation rate | 81.1% | 60.4%+20.7pp | 68.7%+12.4pp | 67.7%+13.4pp |
| Annual return | 31.10% | 11.26%+19.8pp | 133.83%-102.7pp | 35.67%-4.6pp |
| Employer contribution / active EE | $1,036 | $1,565-33.8% | $2,421-57.2% | $2,757-62.4% |
| Participant deferral / active EE | $1,834 | $4,037-54.6% | $4,417-58.5% | $4,300-57.4% |
| Admin fee / account holder | $722 | $6,961-89.6% | $8,292-91.3% | $6,925-89.6% |