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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 | $89,259-82.7% | $107,187-85.6% | $82,637-81.3% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 18.58% | 21.02%-2.4pp | 204.55%-186.0pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,276 | $3,080-58.6% | $3,782-66.3% | $2,552-50.0% |
| Participant deferral / active EE | $2,482 | $4,037-38.5% | $5,096-51.3% | $4,126-39.9% |
| Admin fee / account holder | $878 | $7,381-88.1% | $9,162-90.4% | $7,339-88.0% |