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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 | $18,438 | $94,031-80.4% | $115,768-84.1% | $82,448-77.6% |
| Participation rate | 92.9% | 70.4%+22.4pp | 74.4%+18.5pp | 68.1%+24.8pp |
| Annual return | 17.06% | 20.61%-3.5pp | 100.46%-83.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,240 | $2,323-46.6% | $2,940-57.8% | $2,551-51.4% |
| Participant deferral / active EE | $1,775 | $3,972-55.3% | $4,917-63.9% | $4,139-57.1% |
| Admin fee / account holder | $761 | $10,249-92.6% | $12,439-93.9% | $7,234-89.5% |