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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 | $23,229 | $108,825-78.7% | $156,181-85.1% | $82,448-71.8% |
| Participation rate | 75.0% | 72.4%+2.6pp | 78.8%-3.8pp | 68.1%+6.9pp |
| Annual return | 16.54% | 20.59%-4.1pp | 64.87%-48.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $937 | $2,870-67.3% | $4,294-78.2% | $2,551-63.3% |
| Participant deferral / active EE | $3,718 | $4,577-18.8% | $6,132-39.4% | $4,139-10.2% |
| Admin fee / account holder | $367 | $9,341-96.1% | $14,586-97.5% | $7,234-94.9% |