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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 | $13,501 | $106,749-87.4% | $145,433-90.7% | $82,448-83.6% |
| Participation rate | 88.4% | 75.6%+12.7pp | 82.1%+6.3pp | 68.1%+20.3pp |
| Annual return | 22.30% | 27.59%-5.3pp | 66.58%-44.3pp | 41.64%-19.3pp |
| Employer contribution / active EE | $1,527 | $3,444-55.7% | $4,554-66.5% | $2,551-40.1% |
| Participant deferral / active EE | $3,286 | $6,519-49.6% | $7,897-58.4% | $4,139-20.6% |
| Admin fee / account holder | $500 | $8,390-94.0% | $13,129-96.2% | $7,234-93.1% |