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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 | $16,777 | $65,041-74.2% | $90,965-81.6% | $79,858-79.0% |
| Participation rate | 96.4% | 61.6%+34.8pp | 69.0%+27.4pp | 69.6%+26.8pp |
| Annual return | 24.46% | 30.45%-6.0pp | 134.57%-110.1pp | 31.72%-7.3pp |
| Employer contribution / active EE | $2,142 | $1,247+71.8% | $2,122+0.9% | $2,471-13.3% |
| Participant deferral / active EE | $4,117 | $2,512+63.9% | $3,373+22.1% | $3,740+10.1% |
| Admin fee / account holder | $1,196 | $4,536-73.6% | $5,960-79.9% | $5,306-77.5% |