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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 | $16,820 | $90,400-81.4% | $186,193-91.0% | $87,485-80.8% |
| Participation rate | 84.6% | 66.2%+18.4pp | 77.1%+7.5pp | 68.9%+15.7pp |
| Annual return | 21.70% | 22.15%-0.4pp | 78.03%-56.3pp | 26.06%-4.4pp |
| Employer contribution / active EE | $3,617 | $2,170+66.7% | $3,918-7.7% | $2,596+39.3% |
| Participant deferral / active EE | $5,595 | $4,330+29.2% | $6,513-14.1% | $4,274+30.9% |
| Admin fee / account holder | $3,532 | $8,673-59.3% | $11,058-68.1% | $7,775-54.6% |