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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 | $21,464 | $108,825-80.3% | $156,181-86.3% | $82,448-74.0% |
| Participation rate | 80.9% | 72.4%+8.5pp | 78.8%+2.0pp | 68.1%+12.8pp |
| Annual return | 17.60% | 20.59%-3.0pp | 64.87%-47.3pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,526 | $2,870-46.8% | $4,294-64.5% | $2,551-40.2% |
| Participant deferral / active EE | $3,474 | $4,577-24.1% | $6,132-43.3% | $4,139-16.1% |
| Admin fee / account holder | $2,068 | $9,341-77.9% | $14,586-85.8% | $7,234-71.4% |