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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 | $14,803 | $89,259-83.4% | $107,187-86.2% | $82,637-82.1% |
| Participation rate | 80.0% | 67.9%+12.1pp | 75.0%+5.0pp | 68.1%+11.9pp |
| Annual return | 20.40% | 21.02%-0.6pp | 204.55%-184.1pp | 53.51%-33.1pp |
| Employer contribution / active EE | $1,010 | $3,080-67.2% | $3,782-73.3% | $2,552-60.4% |
| Participant deferral / active EE | $2,910 | $4,037-27.9% | $5,096-42.9% | $4,126-29.5% |
| Admin fee / account holder | $516 | $7,381-93.0% | $9,162-94.4% | $7,339-93.0% |