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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 | $106,749-80.2% | $145,433-85.5% | $82,448-74.4% |
| Participation rate | 72.0% | 75.6%-3.6pp | 82.1%-10.1pp | 68.1%+3.9pp |
| Annual return | 19.36% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,514 | $3,444-56.1% | $4,554-66.8% | $2,551-40.7% |
| Participant deferral / active EE | $5,648 | $6,519-13.4% | $7,897-28.5% | $4,139+36.5% |
| Admin fee / account holder | $491 | $8,390-94.1% | $13,129-96.3% | $7,234-93.2% |