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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 | $14,245 | $73,787-80.7% | $98,716-85.6% | $82,448-82.7% |
| Participation rate | 84.0% | 61.4%+22.6pp | 69.3%+14.7pp | 68.1%+15.9pp |
| Annual return | 28.12% | 18.57%+9.6pp | 31.81%-3.7pp | 41.64%-13.5pp |
| Employer contribution / active EE | $1,000 | $1,511-33.8% | $2,279-56.1% | $2,551-60.8% |
| Participant deferral / active EE | $3,293 | $3,081+6.9% | $4,048-18.6% | $4,139-20.4% |
| Admin fee / account holder | $332 | $6,500-94.9% | $8,703-96.2% | $7,234-95.4% |