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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 | $89,259-88.7% | $107,187-90.6% | $82,637-87.8% |
| Participation rate | 73.1% | 67.9%+5.1pp | 75.0%-1.9pp | 68.1%+5.0pp |
| Annual return | 23.94% | 21.02%+2.9pp | 204.55%-180.6pp | 53.51%-29.6pp |
| Employer contribution / active EE | $1,551 | $3,080-49.6% | $3,782-59.0% | $2,552-39.2% |
| Participant deferral / active EE | $2,239 | $4,037-44.6% | $5,096-56.1% | $4,126-45.7% |
| Admin fee / account holder | $355 | $7,381-95.2% | $9,162-96.1% | $7,339-95.2% |