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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 | $16,137 | $80,731-80.0% | $103,374-84.4% | $74,546-78.4% |
| Participation rate | 79.2% | 65.7%+13.6pp | 74.5%+4.7pp | 67.2%+12.0pp |
| Annual return | 19.54% | 27.56%-8.0pp | 24.89%-5.4pp | 1366.03%-1346.5pp |
| Employer contribution / active EE | $1,581 | $3,158-49.9% | $3,869-59.1% | $2,624-39.8% |
| Participant deferral / active EE | $4,159 | $3,860+7.7% | $5,058-17.8% | $4,347-4.3% |
| Admin fee / account holder | $1,137 | $2,369-52.0% | $8,394-86.5% | $1,944-41.5% |