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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 | $10,093 | $88,672-88.6% | $105,223-90.4% | $82,448-87.8% |
| Participation rate | 80.0% | 67.9%+12.1pp | 75.0%+5.0pp | 68.1%+11.9pp |
| Annual return | 20.85% | 30.86%-10.0pp | 180.65%-159.8pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,767 | $3,048-42.0% | $3,689-52.1% | $2,551-30.7% |
| Participant deferral / active EE | $2,755 | $4,036-31.7% | $5,072-45.7% | $4,139-33.4% |
| Admin fee / account holder | $2,092 | $7,146-70.7% | $8,859-76.4% | $7,234-71.1% |