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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 | $7,866 | $114,119-93.1% | $107,187-92.7% | $138,895-94.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 14.41% | 273.21%-258.8pp | 204.55%-190.1pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,447 | $4,059-64.3% | $3,782-61.7% | $4,194-65.5% |
| Participant deferral / active EE | $1,817 | $5,538-67.2% | $5,096-64.3% | $6,396-71.6% |
| Admin fee / account holder | $2,521 | $10,024-74.8% | $9,162-72.5% | $12,562-79.9% |