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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 | $15,430 | $68,880-77.6% | $120,580-87.2% | $80,959-80.9% |
| Participation rate | 74.5% | 61.7%+12.8pp | 72.0%+2.5pp | 67.7%+6.8pp |
| Annual return | 26.91% | 23.68%+3.2pp | 107.48%-80.6pp | 35.67%-8.8pp |
| Employer contribution / active EE | $2,653 | $2,066+28.4% | $3,469-23.5% | $2,757-3.8% |
| Participant deferral / active EE | $2,411 | $3,191-24.4% | $4,995-51.7% | $4,300-43.9% |
| Admin fee / account holder | $4,093 | $5,785-29.2% | $9,418-56.5% | $6,925-40.9% |