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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 | $12,225 | $71,057-82.8% | $93,654-86.9% | $80,874-84.9% |
| Participation rate | 75.0% | 60.4%+14.6pp | 68.7%+6.3pp | 67.6%+7.4pp |
| Annual return | 13.11% | 11.26%+1.9pp | 133.34%-120.2pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,147 | $1,564-26.7% | $2,421-52.6% | $2,756-58.4% |
| Participant deferral / active EE | $2,283 | $4,034-43.4% | $4,413-48.3% | $4,297-46.9% |
| Admin fee / account holder | $1,236 | $6,944-82.2% | $8,282-85.1% | $6,935-82.2% |