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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 | $10,121 | $93,345-89.2% | $119,126-91.5% | $87,485-88.4% |
| Participation rate | 73.1% | 68.7%+4.3pp | 75.8%-2.7pp | 68.9%+4.1pp |
| Annual return | 23.94% | 19.08%+4.9pp | 282.11%-258.2pp | 26.06%-2.1pp |
| Employer contribution / active EE | $1,551 | $3,172-51.1% | $4,034-61.5% | $2,596-40.3% |
| Participant deferral / active EE | $2,239 | $4,099-45.4% | $5,318-57.9% | $4,274-47.6% |
| Admin fee / account holder | $355 | $8,039-95.6% | $10,693-96.7% | $7,775-95.4% |