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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 | $18,025 | $88,672-79.7% | $105,223-82.9% | $82,448-78.1% |
| Participation rate | 84.4% | 67.9%+16.5pp | 75.0%+9.3pp | 68.1%+16.3pp |
| Annual return | 25.16% | 30.86%-5.7pp | 180.65%-155.5pp | 41.64%-16.5pp |
| Employer contribution / active EE | $2,411 | $3,048-20.9% | $3,689-34.6% | $2,551-5.5% |
| Participant deferral / active EE | $3,586 | $4,036-11.1% | $5,072-29.3% | $4,139-13.4% |
| Admin fee / account holder | $414 | $7,146-94.2% | $8,859-95.3% | $7,234-94.3% |