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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 | $11,042 | $129,737-91.5% | $119,126-90.7% | $154,746-92.9% |
| Participation rate | 76.9% | 78.9%-1.9pp | 75.8%+1.2pp | 80.7%-3.8pp |
| Annual return | 26.91% | 379.08%-352.2pp | 282.11%-255.2pp | 172.34%-145.4pp |
| Employer contribution / active EE | $1,833 | $4,375-58.1% | $4,034-54.6% | $4,379-58.1% |
| Participant deferral / active EE | $2,636 | $5,842-54.9% | $5,318-50.4% | $6,730-60.8% |
| Admin fee / account holder | $778 | $11,961-93.5% | $10,693-92.7% | $14,365-94.6% |