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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 | $12,224 | $67,602-81.9% | $82,312-85.1% | $70,126-82.6% |
| Participation rate | 74.5% | 72.8%+1.7pp | 76.9%-2.4pp | 69.5%+4.9pp |
| Annual return | 124.31% | 21.57%+102.7pp | 25.88%+98.4pp | 73.15%+51.2pp |
| Employer contribution / active EE | $1,176 | $1,755-33.0% | $2,428-51.6% | $2,343-49.8% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $18,262 | $4,512+304.8% | $5,608+225.7% | $4,645+293.1% |