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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 | $18,188 | $88,672-79.5% | $105,223-82.7% | $82,448-77.9% |
| Participation rate | 97.0% | 67.9%+29.0pp | 75.0%+21.9pp | 68.1%+28.9pp |
| Annual return | 18.06% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,928 | $3,048-36.7% | $3,689-47.7% | $2,551-24.4% |
| Participant deferral / active EE | $5,296 | $4,036+31.2% | $5,072+4.4% | $4,139+28.0% |
| Admin fee / account holder | $624 | $7,146-91.3% | $8,859-93.0% | $7,234-91.4% |