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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 | $24,158 | $86,294-72.0% | $111,303-78.3% | $85,856-71.9% |
| Participation rate | 91.2% | 73.3%+17.8pp | 77.3%+13.9pp | 69.3%+21.9pp |
| Annual return | 15.46% | 19.99%-4.5pp | 54.66%-39.2pp | 318.58%-303.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,639 | $3,641+109.8% | $4,487+70.2% | $3,952+93.3% |
| Admin fee / account holder | $5,684 | $8,189-30.6% | $7,966-28.7% | $6,261-9.2% |