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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 | $14,380 | $70,684-79.7% | $169,397-91.5% | $75,177-80.9% |
| Participation rate | 93.0% | 64.8%+28.2pp | 77.2%+15.8pp | 67.2%+25.8pp |
| Annual return | 18.17% | 36.38%-18.2pp | 406.23%-388.1pp | 160.75%-142.6pp |
| Employer contribution / active EE | $1,570 | $2,211-29.0% | $4,013-60.9% | $2,671-41.2% |
| Participant deferral / active EE | $3,405 | $4,310-21.0% | $6,223-45.3% | $4,126-17.5% |
| Admin fee / account holder | $2,474 | $5,404-54.2% | $9,017-72.6% | $5,651-56.2% |