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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 | $23,118 | $67,606-65.8% | $82,313-71.9% | $70,124-67.0% |
| Participation rate | 75.6% | 72.8%+2.8pp | 76.9%-1.3pp | 69.5%+6.0pp |
| Annual return | 17.19% | 21.57%-4.4pp | 25.88%-8.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,081 | $1,755+18.6% | $2,428-14.3% | $2,342-11.2% |
| Participant deferral / active EE | $3,094 | $2,987+3.6% | $3,706-16.5% | $3,332-7.1% |
| Admin fee / account holder | $1,817 | $4,512-59.7% | $5,608-67.6% | $4,645-60.9% |