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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 | $15,448 | $88,672-82.6% | $105,223-85.3% | $82,448-81.3% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 18.58% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,276 | $3,048-58.1% | $3,689-65.4% | $2,551-50.0% |
| Participant deferral / active EE | $2,482 | $4,036-38.5% | $5,072-51.1% | $4,139-40.0% |
| Admin fee / account holder | $878 | $7,146-87.7% | $8,859-90.1% | $7,234-87.9% |