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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 | $12,705 | $91,559-86.1% | $133,978-90.5% | $79,856-84.1% |
| Participation rate | 78.6% | 73.3%+5.2pp | 79.8%-1.3pp | 69.6%+8.9pp |
| Annual return | 18.64% | 61.85%-43.2pp | 45.10%-26.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,172 | $2,384-50.8% | $3,919-70.1% | $2,471-52.6% |
| Participant deferral / active EE | $2,903 | $3,734-22.3% | $5,047-42.5% | $3,741-22.4% |
| Admin fee / account holder | $1,294 | $6,321-79.5% | $8,930-85.5% | $5,306-75.6% |