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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 | $14,214 | $84,236-83.1% | $170,435-91.7% | $70,126-79.7% |
| Participation rate | 84.4% | 70.8%+13.5pp | 83.6%+0.8pp | 69.5%+14.8pp |
| Annual return | 18.14% | 23.06%-4.9pp | 205.94%-187.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,507 | $3,387-55.5% | $5,432-72.3% | $2,343-35.7% |
| Participant deferral / active EE | $2,138 | $3,086-30.7% | $4,939-56.7% | $3,332-35.8% |
| Admin fee / account holder | $1,238 | $5,698-78.3% | $13,881-91.1% | $4,645-73.4% |