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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 | $13,683 | $80,332-83.0% | $107,187-87.2% | $64,097-78.7% |
| Participation rate | 85.3% | 54.4%+30.9pp | 75.0%+10.3pp | 55.2%+30.1pp |
| Annual return | 18.82% | 24.26%-5.4pp | 204.55%-185.7pp | 34.64%-15.8pp |
| Employer contribution / active EE | $1,398 | $2,501-44.1% | $3,782-63.0% | $1,891-26.1% |
| Participant deferral / active EE | $3,173 | $3,109+2.1% | $5,096-37.7% | $3,080+3.0% |
| Admin fee / account holder | $3,322 | $4,314-23.0% | $9,162-63.7% | $3,454-3.8% |