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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 | $21,314 | $77,472-72.5% | $100,415-78.8% | $80,959-73.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 14.63% | 37.26%-22.6pp | 49.47%-34.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,689 | $2,800-4.0% | $3,943-31.8% | $2,757-2.5% |
| Participant deferral / active EE | $5,585 | $6,818-18.1% | $8,091-31.0% | $4,300+29.9% |
| Admin fee / account holder | $3,586 | $5,885-39.1% | $7,906-54.6% | $6,925-48.2% |