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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 | $18,185 | $88,672-79.5% | $105,223-82.7% | $82,448-77.9% |
| Participation rate | 75.7% | 67.9%+7.8pp | 75.0%+0.6pp | 68.1%+7.6pp |
| Annual return | 22.20% | 30.86%-8.7pp | 180.65%-158.4pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,308 | $3,048-57.1% | $3,689-64.5% | $2,551-48.7% |
| Participant deferral / active EE | $4,475 | $4,036+10.9% | $5,072-11.8% | $4,139+8.1% |
| Admin fee / account holder | $537 | $7,146-92.5% | $8,859-93.9% | $7,234-92.6% |