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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 | $10,340 | $76,371-86.5% | $93,621-89.0% | $72,976-85.8% |
| Participation rate | 73.0% | 71.8%+1.2pp | 75.8%-2.9pp | 69.5%+3.5pp |
| Annual return | 60.47% | 25.82%+34.6pp | 32.76%+27.7pp | 81.02%-20.5pp |
| Employer contribution / active EE | $1,318 | $2,276-42.1% | $2,719-51.5% | $2,440-46.0% |
| Participant deferral / active EE | $2,176 | $3,538-38.5% | $4,070-46.5% | $3,608-39.7% |
| Admin fee / account holder | $2,342 | $6,839-65.8% | $7,890-70.3% | $5,124-54.3% |