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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 | $83,369-83.6% | $105,223-87.0% | $67,986-79.9% |
| Participation rate | 85.3% | 56.3%+29.0pp | 75.0%+10.2pp | 57.2%+28.1pp |
| Annual return | 18.82% | 24.64%-5.8pp | 180.65%-161.8pp | 31.67%-12.8pp |
| Employer contribution / active EE | $1,398 | $2,541-45.0% | $3,689-62.1% | $2,019-30.8% |
| Participant deferral / active EE | $3,173 | $3,295-3.7% | $5,072-37.4% | $3,358-5.5% |
| Admin fee / account holder | $3,322 | $4,073-18.4% | $8,859-62.5% | $3,203+3.7% |