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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 | $18,124 | $88,672-79.6% | $105,223-82.8% | $82,448-78.0% |
| Participation rate | 85.0% | 67.9%+17.1pp | 75.0%+10.0pp | 68.1%+16.9pp |
| Annual return | 19.87% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,135 | $3,048-29.9% | $3,689-42.1% | $2,551-16.3% |
| Participant deferral / active EE | $4,228 | $4,036+4.7% | $5,072-16.6% | $4,139+2.1% |
| Admin fee / account holder | $1,274 | $7,146-82.2% | $8,859-85.6% | $7,234-82.4% |