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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 | $107,421-80.4% | $182,262-88.4% | $94,015-77.6% |
| Participation rate | 72.0% | 77.8%-5.8pp | 84.2%-12.2pp | 70.8%+1.2pp |
| Annual return | 19.36% | 21.32%-2.0pp | 140.60%-121.2pp | 17.84%+1.5pp |
| Employer contribution / active EE | $1,514 | $3,448-56.1% | $5,046-70.0% | $2,790-45.8% |
| Participant deferral / active EE | $5,648 | $6,558-13.9% | $8,276-31.8% | $4,249+32.9% |
| Admin fee / account holder | $491 | $8,692-94.4% | $16,712-97.1% | $8,951-94.5% |