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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 | $21,678 | $78,707-72.5% | $117,861-81.6% | $70,126-69.1% |
| Participation rate | 72.2% | 73.2%-1.0pp | 79.7%-7.5pp | 69.5%+2.6pp |
| Annual return | 25.85% | 23.30%+2.6pp | 335.11%-309.3pp | 73.15%-47.3pp |
| Employer contribution / active EE | $744 | $2,223-66.5% | $3,786-80.3% | $2,343-68.2% |
| Participant deferral / active EE | $2,671 | $3,297-19.0% | $4,482-40.4% | $3,332-19.8% |
| Admin fee / account holder | $822 | $5,066-83.8% | $8,021-89.7% | $4,645-82.3% |