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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 | $14,104 | $89,367-84.2% | $141,191-90.0% | $72,975-80.7% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.5%+9.1pp | 69.5%+22.0pp |
| Annual return | 22.32% | 111.87%-89.5pp | 71.41%-49.1pp | 81.01%-58.7pp |
| Employer contribution / active EE | $1,510 | $3,115-51.5% | $4,736-68.1% | $2,440-38.1% |
| Participant deferral / active EE | $3,087 | $5,419-43.0% | $6,710-54.0% | $3,608-14.4% |
| Admin fee / account holder | $4,771 | $5,957-19.9% | $10,264-53.5% | $5,124-6.9% |