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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 | $25,082 | $78,423-68.0% | $95,964-73.9% | $79,856-68.6% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.1%+7.5pp | 69.6%+15.0pp |
| Annual return | 17.09% | 19.37%-2.3pp | 91.64%-74.6pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,917 | $1,945-1.5% | $2,541-24.6% | $2,471-22.4% |
| Participant deferral / active EE | $3,731 | $3,440+8.5% | $4,167-10.5% | $3,741-0.3% |
| Admin fee / account holder | $2,347 | $5,622-58.3% | $6,797-65.5% | $5,306-55.8% |