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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 | $20,780 | $88,672-76.6% | $105,223-80.3% | $82,448-74.8% |
| Participation rate | 88.4% | 67.9%+20.4pp | 75.0%+13.3pp | 68.1%+20.3pp |
| Annual return | 16.18% | 30.86%-14.7pp | 180.65%-164.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,142 | $3,048-62.5% | $3,689-69.0% | $2,551-55.2% |
| Participant deferral / active EE | $2,148 | $4,036-46.8% | $5,072-57.7% | $4,139-48.1% |
| Admin fee / account holder | $3,257 | $7,146-54.4% | $8,859-63.2% | $7,234-55.0% |