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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 | $11,878 | $88,672-86.6% | $105,223-88.7% | $82,448-85.6% |
| Participation rate | 91.9% | 67.9%+24.0pp | 75.0%+16.8pp | 68.1%+23.8pp |
| Annual return | 16.97% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,230 | $3,048-26.8% | $3,689-39.5% | $2,551-12.6% |
| Participant deferral / active EE | $2,242 | $4,036-44.4% | $5,072-55.8% | $4,139-45.8% |
| Admin fee / account holder | $1,867 | $7,146-73.9% | $8,859-78.9% | $7,234-74.2% |