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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 | $18,859 | $89,364-78.9% | $141,177-86.6% | $72,983-74.2% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.5%+15.2pp | 69.5%+28.2pp |
| Annual return | 20.19% | 111.86%-91.7pp | 71.40%-51.2pp | 81.01%-60.8pp |
| Employer contribution / active EE | $2,857 | $3,115-8.3% | $4,736-39.7% | $2,440+17.1% |
| Participant deferral / active EE | $3,108 | $5,419-42.7% | $6,710-53.7% | $3,608-13.9% |
| Admin fee / account holder | $1,793 | $5,959-69.9% | $10,263-82.5% | $5,124-65.0% |