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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 | $20,228 | $76,834-73.7% | $108,359-81.3% | $87,485-76.9% |
| Participation rate | 82.0% | 61.7%+20.3pp | 70.1%+11.9pp | 68.9%+13.1pp |
| Annual return | 22.63% | 19.09%+3.5pp | 36.89%-14.3pp | 26.06%-3.4pp |
| Employer contribution / active EE | $1,110 | $1,556-28.7% | $2,399-53.7% | $2,596-57.2% |
| Participant deferral / active EE | $1,532 | $3,100-50.6% | $4,137-63.0% | $4,274-64.2% |
| Admin fee / account holder | $1,014 | $6,537-84.5% | $9,741-89.6% | $7,775-87.0% |