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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 | $18,794 | $88,672-78.8% | $105,223-82.1% | $82,448-77.2% |
| Participation rate | 96.0% | 67.9%+28.1pp | 75.0%+21.0pp | 68.1%+27.9pp |
| Annual return | 18.29% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,464 | $3,048-19.2% | $3,689-33.2% | $2,551-3.4% |
| Participant deferral / active EE | $6,939 | $4,036+71.9% | $5,072+36.8% | $4,139+67.6% |
| Admin fee / account holder | $3,496 | $7,146-51.1% | $8,859-60.5% | $7,234-51.7% |