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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 | $21,757 | $88,672-75.5% | $105,223-79.3% | $82,448-73.6% |
| Participation rate | 93.5% | 67.9%+25.6pp | 75.0%+18.5pp | 68.1%+25.5pp |
| Annual return | 14.53% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,333 | $3,048-23.5% | $3,689-36.8% | $2,551-8.6% |
| Participant deferral / active EE | $3,382 | $4,036-16.2% | $5,072-33.3% | $4,139-18.3% |
| Admin fee / account holder | $6,816 | $7,146-4.6% | $8,859-23.1% | $7,234-5.8% |