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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 | $20,443 | $157,829-87.0% | $136,867-85.1% | $198,609-89.7% |
| Participation rate | 80.0% | 77.2%+2.8pp | 74.5%+5.5pp | 82.4%-2.4pp |
| Annual return | 17.18% | 51.25%-34.1pp | 42.97%-25.8pp | 202.70%-185.5pp |
| Employer contribution / active EE | $1,000 | $3,923-74.5% | $3,547-71.8% | $5,055-80.2% |
| Participant deferral / active EE | $3,212 | $5,463-41.2% | $4,924-34.8% | $6,977-54.0% |
| Admin fee / account holder | $356 | $11,107-96.8% | $10,340-96.6% | $19,030-98.1% |