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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 | $21,476 | $89,259-75.9% | $107,187-80.0% | $82,637-74.0% |
| Participation rate | 92.9% | 67.9%+24.9pp | 75.0%+17.8pp | 68.1%+24.8pp |
| Annual return | 18.61% | 21.02%-2.4pp | 204.55%-185.9pp | 53.51%-34.9pp |
| Employer contribution / active EE | $2,047 | $3,080-33.5% | $3,782-45.9% | $2,552-19.8% |
| Participant deferral / active EE | $4,418 | $4,037+9.4% | $5,096-13.3% | $4,126+7.1% |
| Admin fee / account holder | $1,749 | $7,381-76.3% | $9,162-80.9% | $7,339-76.2% |