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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 | $13,751 | $88,672-84.5% | $105,223-86.9% | $82,448-83.3% |
| Participation rate | 75.7% | 67.9%+7.8pp | 75.0%+0.6pp | 68.1%+7.6pp |
| Annual return | 24.33% | 30.86%-6.5pp | 180.65%-156.3pp | 41.64%-17.3pp |
| Employer contribution / active EE | $2,221 | $3,048-27.1% | $3,689-39.8% | $2,551-13.0% |
| Participant deferral / active EE | $3,940 | $4,036-2.4% | $5,072-22.3% | $4,139-4.8% |
| Admin fee / account holder | $2,933 | $7,146-59.0% | $8,859-66.9% | $7,234-59.5% |