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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 | $25,385 | $101,778-75.1% | $164,975-84.6% | $80,925-68.6% |
| Participation rate | 75.6% | 71.8%+3.7pp | 78.6%-3.1pp | 67.7%+7.9pp |
| Annual return | 10.88% | 16.73%-5.8pp | 70.12%-59.2pp | 35.65%-24.8pp |
| Employer contribution / active EE | $2,319 | $2,954-21.5% | $4,343-46.6% | $2,756-15.9% |
| Participant deferral / active EE | $4,377 | $4,477-2.2% | $6,033-27.4% | $4,299+1.8% |
| Admin fee / account holder | $1,412 | $8,221-82.8% | $12,688-88.9% | $6,940-79.7% |