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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 | $17,295 | $106,524-83.8% | $152,301-88.6% | $87,485-80.2% |
| Participation rate | 90.9% | 75.8%+15.2pp | 82.4%+8.5pp | 68.9%+22.0pp |
| Annual return | 25.37% | 26.89%-1.5pp | 80.50%-55.1pp | 26.06%-0.7pp |
| Employer contribution / active EE | $2,563 | $3,371-24.0% | $4,624-44.6% | $2,596-1.3% |
| Participant deferral / active EE | $4,731 | $6,525-27.5% | $8,004-40.9% | $4,274+10.7% |
| Admin fee / account holder | $2,612 | $8,287-68.5% | $14,398-81.9% | $7,775-66.4% |