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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 | $17,688 | $71,230-75.2% | $93,727-81.1% | $80,959-78.2% |
| Participation rate | 70.8% | 60.4%+10.4pp | 68.7%+2.1pp | 67.7%+3.1pp |
| Annual return | 11.89% | 11.26%+0.6pp | 133.83%-121.9pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,095 | $1,565-30.0% | $2,421-54.8% | $2,757-60.3% |
| Participant deferral / active EE | $6,037 | $4,037+49.5% | $4,417+36.7% | $4,300+40.4% |
| Admin fee / account holder | $3,505 | $6,961-49.7% | $8,292-57.7% | $6,925-49.4% |