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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 | $23,738 | $93,345-74.6% | $119,126-80.1% | $87,485-72.9% |
| Participation rate | 80.0% | 68.7%+11.3pp | 75.8%+4.2pp | 68.9%+11.1pp |
| Annual return | 18.37% | 19.08%-0.7pp | 282.11%-263.7pp | 26.06%-7.7pp |
| Employer contribution / active EE | $2,252 | $3,172-29.0% | $4,034-44.2% | $2,596-13.3% |
| Participant deferral / active EE | $5,156 | $4,099+25.8% | $5,318-3.1% | $4,274+20.6% |
| Admin fee / account holder | $3,807 | $8,039-52.6% | $10,693-64.4% | $7,775-51.0% |