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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 | $16,607 | $88,672-81.3% | $105,223-84.2% | $82,448-79.9% |
| Participation rate | 97.1% | 67.9%+29.2pp | 75.0%+22.1pp | 68.1%+29.1pp |
| Annual return | 22.46% | 30.86%-8.4pp | 180.65%-158.2pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,504 | $3,048-50.6% | $3,689-59.2% | $2,551-41.0% |
| Participant deferral / active EE | $4,394 | $4,036+8.9% | $5,072-13.4% | $4,139+6.1% |
| Admin fee / account holder | $465 | $7,146-93.5% | $8,859-94.7% | $7,234-93.6% |