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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 | $21,099 | $106,524-80.2% | $152,301-86.1% | $87,485-75.9% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.4%-10.4pp | 68.9%+3.1pp |
| Annual return | 19.36% | 26.89%-7.5pp | 80.50%-61.1pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,514 | $3,371-55.1% | $4,624-67.3% | $2,596-41.7% |
| Participant deferral / active EE | $5,648 | $6,525-13.4% | $8,004-29.4% | $4,274+32.2% |
| Admin fee / account holder | $491 | $8,287-94.1% | $14,398-96.6% | $7,775-93.7% |