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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 | $10,048 | $88,672-88.7% | $105,223-90.5% | $82,448-87.8% |
| Participation rate | 71.4% | 67.9%+3.5pp | 75.0%-3.6pp | 68.1%+3.4pp |
| Annual return | 27.49% | 30.86%-3.4pp | 180.65%-153.2pp | 41.64%-14.2pp |
| Employer contribution / active EE | $1,493 | $3,048-51.0% | $3,689-59.5% | $2,551-41.5% |
| Participant deferral / active EE | $2,418 | $4,036-40.1% | $5,072-52.3% | $4,139-41.6% |
| Admin fee / account holder | $915 | $7,146-87.2% | $8,859-89.7% | $7,234-87.4% |