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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 | $15,100 | $117,895-87.2% | $102,460-85.3% | $145,897-89.7% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 11.08% | 31.92%-20.8pp | 29.47%-18.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,019 | $3,619-71.8% | $3,025-66.3% | $4,663-78.1% |
| Participant deferral / active EE | $3,210 | $5,736-44.0% | $5,056-36.5% | $6,689-52.0% |
| Admin fee / account holder | $456 | $13,353-96.6% | $9,460-95.2% | $13,390-96.6% |