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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 | $20,703 | $76,371-72.9% | $93,621-77.9% | $72,976-71.6% |
| Participation rate | 81.0% | 71.8%+9.3pp | 75.8%+5.2pp | 69.5%+11.5pp |
| Annual return | 24.28% | 25.82%-1.5pp | 32.76%-8.5pp | 81.02%-56.7pp |
| Employer contribution / active EE | $1,349 | $2,276-40.7% | $2,719-50.4% | $2,440-44.7% |
| Participant deferral / active EE | $1,744 | $3,538-50.7% | $4,070-57.2% | $3,608-51.7% |
| Admin fee / account holder | $1,330 | $6,839-80.5% | $7,890-83.1% | $5,124-74.0% |