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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 | $17,391 | $94,031-81.5% | $115,768-85.0% | $82,448-78.9% |
| Participation rate | 84.2% | 70.4%+13.8pp | 74.4%+9.8pp | 68.1%+16.1pp |
| Annual return | 20.93% | 20.61%+0.3pp | 100.46%-79.5pp | 41.64%-20.7pp |
| Employer contribution / active EE | $1,492 | $2,323-35.8% | $2,940-49.2% | $2,551-41.5% |
| Participant deferral / active EE | $3,163 | $3,972-20.4% | $4,917-35.7% | $4,139-23.6% |
| Admin fee / account holder | $3,460 | $10,249-66.2% | $12,439-72.2% | $7,234-52.2% |