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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 | $17,130 | $93,598-81.7% | $135,974-87.4% | $75,173-77.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 23.33% | 30.89%-7.6pp | 68.30%-45.0pp | 160.72%-137.4pp |
| Employer contribution / active EE | $1,757 | $3,538-50.3% | $4,859-63.8% | $2,671-34.2% |
| Participant deferral / active EE | $3,702 | $6,405-42.2% | $7,760-52.3% | $4,126-10.3% |
| Admin fee / account holder | $414 | $6,978-94.1% | $10,767-96.2% | $5,651-92.7% |