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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 | $21,488 | $88,672-75.8% | $105,223-79.6% | $82,448-73.9% |
| Participation rate | 70.2% | 67.9%+2.3pp | 75.0%-4.8pp | 68.1%+2.1pp |
| Annual return | 15.18% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,738 | $3,048-43.0% | $3,689-52.9% | $2,551-31.9% |
| Participant deferral / active EE | $3,936 | $4,036-2.5% | $5,072-22.4% | $4,139-4.9% |
| Admin fee / account holder | $1,656 | $7,146-76.8% | $8,859-81.3% | $7,234-77.1% |