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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 | $15,543 | $88,672-82.5% | $105,223-85.2% | $82,448-81.1% |
| Participation rate | 75.8% | 67.9%+7.8pp | 75.0%+0.7pp | 68.1%+7.7pp |
| Annual return | 21.97% | 30.86%-8.9pp | 180.65%-158.7pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,757 | $3,048-42.3% | $3,689-52.4% | $2,551-31.1% |
| Participant deferral / active EE | $3,222 | $4,036-20.2% | $5,072-36.5% | $4,139-22.2% |
| Admin fee / account holder | $375 | $7,146-94.7% | $8,859-95.8% | $7,234-94.8% |