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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 | $15,575 | $54,541-71.4% | $78,778-80.2% | $70,126-77.8% |
| Participation rate | 92.3% | 60.8%+31.5pp | 69.2%+23.1pp | 69.5%+22.8pp |
| Annual return | 12.45% | 21.07%-8.6pp | 35.62%-23.2pp | 73.15%-60.7pp |
| Employer contribution / active EE | $3,952 | $1,089+263.1% | $1,986+99.0% | $2,343+68.7% |
| Participant deferral / active EE | $1,327 | $2,210-40.0% | $2,958-55.2% | $3,332-60.2% |
| Admin fee / account holder | $937 | $3,709-74.7% | $5,134-81.7% | $4,645-79.8% |