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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 | $23,715 | $123,478-80.8% | $216,567-89.0% | $94,015-74.8% |
| Participation rate | 77.9% | 75.1%+2.8pp | 81.6%-3.7pp | 70.8%+7.1pp |
| Annual return | 21.86% | 23.61%-1.7pp | 12.94%+8.9pp | 17.84%+4.0pp |
| Employer contribution / active EE | $2,076 | $3,136-33.8% | $5,216-60.2% | $2,790-25.6% |
| Participant deferral / active EE | $3,318 | $4,556-27.2% | $6,191-46.4% | $4,249-21.9% |
| Admin fee / account holder | $782 | $12,753-93.9% | $21,981-96.4% | $8,951-91.3% |