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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 | $15,856 | $162,136-90.2% | $152,301-89.6% | $154,746-89.8% |
| Participation rate | 89.5% | 84.1%+5.4pp | 82.4%+7.0pp | 80.7%+8.8pp |
| Annual return | 18.06% | 91.02%-73.0pp | 80.50%-62.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,510 | $4,890-69.1% | $4,624-67.3% | $4,379-65.5% |
| Participant deferral / active EE | $3,923 | $8,341-53.0% | $8,004-51.0% | $6,730-41.7% |
| Admin fee / account holder | $2,525 | $15,759-84.0% | $14,398-82.5% | $14,365-82.4% |