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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 | $20,520 | $65,027-68.4% | $90,970-77.4% | $79,852-74.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 11.07% | 30.45%-19.4pp | 134.58%-123.5pp | 31.72%-20.7pp |
| Employer contribution / active EE | $1,995 | $1,247+60.0% | $2,122-6.0% | $2,471-19.3% |
| Participant deferral / active EE | $3,465 | $2,512+37.9% | $3,373+2.7% | $3,740-7.4% |
| Admin fee / account holder | $2,360 | $4,535-48.0% | $5,960-60.4% | $5,306-55.5% |