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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 | $7,773 | $77,901-90.0% | $149,717-94.8% | $75,181-89.7% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 20.37% | 31.73%-11.4pp | 134.41%-114.0pp | 160.69%-140.3pp |
| Employer contribution / active EE | $1,989 | $3,137-36.6% | $4,820-58.7% | $2,671-25.5% |
| Participant deferral / active EE | $3,083 | $3,411-9.6% | $5,682-45.7% | $4,126-25.3% |
| Admin fee / account holder | $1,465 | $5,949-75.4% | $13,213-88.9% | $5,650-74.1% |