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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 | $12,948 | $79,955-83.8% | $98,461-86.8% | $75,173-82.8% |
| Participation rate | 80.5% | 70.4%+10.1pp | 75.2%+5.3pp | 67.2%+13.3pp |
| Annual return | 23.33% | 19.75%+3.6pp | 21.17%+2.2pp | 160.72%-137.4pp |
| Employer contribution / active EE | $1,629 | $2,264-28.1% | $3,049-46.6% | $2,671-39.0% |
| Participant deferral / active EE | $2,003 | $3,752-46.6% | $4,738-57.7% | $4,126-51.5% |
| Admin fee / account holder | $575 | $6,841-91.6% | $8,961-93.6% | $5,651-89.8% |