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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 | $12,560 | $50,554-75.2% | $67,681-81.4% | $87,485-85.6% |
| Participation rate | 86.7% | 67.7%+18.9pp | 73.7%+12.9pp | 68.9%+17.7pp |
| Annual return | 18.12% | 17.81%+0.3pp | 590.58%-572.5pp | 26.06%-7.9pp |
| Employer contribution / active EE | $712 | $1,988-64.2% | $2,678-73.4% | $2,596-72.6% |
| Participant deferral / active EE | $2,326 | $2,961-21.5% | $3,976-41.5% | $4,274-45.6% |
| Admin fee / account holder | $1,480 | $4,132-64.2% | $6,100-75.7% | $7,775-81.0% |