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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 | $13,473 | $93,617-85.6% | $135,982-90.1% | $75,177-82.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 19.51% | 30.89%-11.4pp | 68.32%-48.8pp | 160.75%-141.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,592 | $6,406-59.5% | $7,760-66.6% | $4,126-37.2% |
| Admin fee / account holder | $314 | $6,980-95.5% | $10,767-97.1% | $5,651-94.4% |