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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 | $14,380 | $73,978-80.6% | $96,515-85.1% | $75,173-80.9% |
| Participation rate | 97.6% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.4pp |
| Annual return | 14.92% | 26.72%-11.8pp | 35.73%-20.8pp | 160.72%-145.8pp |
| Employer contribution / active EE | $1,642 | $2,931-44.0% | $3,740-56.1% | $2,671-38.5% |
| Participant deferral / active EE | $2,682 | $3,660-26.7% | $4,880-45.0% | $4,126-35.0% |
| Admin fee / account holder | $802 | $5,219-84.6% | $6,735-88.1% | $5,651-85.8% |