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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 | $20,478 | $89,259-77.1% | $107,187-80.9% | $82,637-75.2% |
| Participation rate | 70.4% | 67.9%+2.4pp | 75.0%-4.7pp | 68.1%+2.3pp |
| Annual return | 15.73% | 21.02%-5.3pp | 204.55%-188.8pp | 53.51%-37.8pp |
| Employer contribution / active EE | $952 | $3,080-69.1% | $3,782-74.8% | $2,552-62.7% |
| Participant deferral / active EE | $4,060 | $4,037+0.6% | $5,096-20.3% | $4,126-1.6% |
| Admin fee / account holder | $4,124 | $7,381-44.1% | $9,162-55.0% | $7,339-43.8% |