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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 | $18,619 | $93,598-80.1% | $135,974-86.3% | $75,173-75.2% |
| Participation rate | 87.2% | 75.2%+12.0pp | 81.9%+5.3pp | 67.2%+20.0pp |
| Annual return | 18.35% | 30.89%-12.5pp | 68.30%-50.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $1,519 | $3,538-57.1% | $4,859-68.7% | $2,671-43.1% |
| Participant deferral / active EE | $3,736 | $6,405-41.7% | $7,760-51.9% | $4,126-9.5% |
| Admin fee / account holder | $969 | $6,978-86.1% | $10,767-91.0% | $5,651-82.8% |