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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 | $17,890 | $104,251-82.8% | $91,004-80.3% | $147,585-87.9% |
| Participation rate | 95.5% | 78.2%+17.2pp | 75.6%+19.9pp | 82.8%+12.6pp |
| Annual return | 12.10% | 27.06%-15.0pp | 4.60%+7.5pp | 578.57%-566.5pp |
| Employer contribution / active EE | $1,292 | $3,116-58.5% | $2,456-47.4% | $4,876-73.5% |
| Participant deferral / active EE | $2,126 | $4,195-49.3% | $3,548-40.1% | $5,439-60.9% |
| Admin fee / account holder | $945 | $8,948-89.4% | $5,417-82.6% | $10,885-91.3% |