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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 | $17,458 | $106,864-83.7% | $147,318-88.1% | $82,637-78.9% |
| Participation rate | 91.0% | 75.5%+15.5pp | 82.1%+8.9pp | 68.1%+23.0pp |
| Annual return | 19.57% | 27.49%-7.9pp | 70.43%-50.9pp | 53.51%-33.9pp |
| Employer contribution / active EE | $1,629 | $3,417-52.3% | $4,593-64.5% | $2,552-36.2% |
| Participant deferral / active EE | $4,303 | $6,496-33.8% | $7,906-45.6% | $4,126+4.3% |
| Admin fee / account holder | $706 | $8,415-91.6% | $13,708-94.9% | $7,339-90.4% |