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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 | $11,302 | $88,672-87.3% | $105,223-89.3% | $82,448-86.3% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 24.04% | 30.86%-6.8pp | 180.65%-156.6pp | 41.64%-17.6pp |
| Employer contribution / active EE | $1,516 | $3,048-50.3% | $3,689-58.9% | $2,551-40.6% |
| Participant deferral / active EE | $1,983 | $4,036-50.9% | $5,072-60.9% | $4,139-52.1% |
| Admin fee / account holder | $536 | $7,146-92.5% | $8,859-94.0% | $7,234-92.6% |