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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 | $21,200 | $106,749-80.1% | $145,433-85.4% | $82,448-74.3% |
| Participation rate | 75.9% | 75.6%+0.3pp | 82.1%-6.2pp | 68.1%+7.9pp |
| Annual return | 14.77% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,129 | $3,444-67.2% | $4,554-75.2% | $2,551-55.7% |
| Participant deferral / active EE | $4,545 | $6,519-30.3% | $7,897-42.4% | $4,139+9.8% |
| Admin fee / account holder | $2,158 | $8,390-74.3% | $13,129-83.6% | $7,234-70.2% |