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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 | $20,999 | $98,760-78.7% | $149,715-86.0% | $79,858-73.7% |
| Participation rate | 93.7% | 75.8%+17.9pp | 82.5%+11.2pp | 69.6%+24.0pp |
| Annual return | 32.01% | 27.43%+4.6pp | 276.66%-244.7pp | 31.72%+0.3pp |
| Employer contribution / active EE | $1,694 | $3,217-47.3% | $4,645-63.5% | $2,471-31.4% |
| Participant deferral / active EE | $3,520 | $5,681-38.0% | $6,842-48.6% | $3,740-5.9% |
| Admin fee / account holder | $2,700 | $6,053-55.4% | $9,310-71.0% | $5,306-49.1% |