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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 | $23,929 | $67,411-64.5% | $91,004-73.7% | $70,126-65.9% |
| Participation rate | 89.7% | 71.4%+18.3pp | 75.6%+14.1pp | 69.5%+20.1pp |
| Annual return | 16.52% | -40.16%+56.7pp | 4.60%+11.9pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,597 | $1,786-10.6% | $2,456-35.0% | $2,343-31.8% |
| Participant deferral / active EE | $1,697 | $2,823-39.9% | $3,548-52.2% | $3,332-49.1% |
| Admin fee / account holder | $690 | $4,236-83.7% | $5,417-87.3% | $4,645-85.1% |