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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 | $12,580 | $50,554-75.1% | $67,681-81.4% | $87,485-85.6% |
| Participation rate | 97.4% | 67.7%+29.7pp | 73.7%+23.7pp | 68.9%+28.5pp |
| Annual return | 18.74% | 17.81%+0.9pp | 590.58%-571.8pp | 26.06%-7.3pp |
| Employer contribution / active EE | $499 | $1,988-74.9% | $2,678-81.4% | $2,596-80.8% |
| Participant deferral / active EE | $3,262 | $2,961+10.2% | $3,976-17.9% | $4,274-23.7% |
| Admin fee / account holder | $1,936 | $4,132-53.2% | $6,100-68.3% | $7,775-75.1% |