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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 | $22,134 | $89,367-75.2% | $141,191-84.3% | $72,975-69.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 34.13% | 111.87%-77.7pp | 71.41%-37.3pp | 81.01%-46.9pp |
| Employer contribution / active EE | $2,588 | $3,115-16.9% | $4,736-45.3% | $2,440+6.1% |
| Participant deferral / active EE | $3,399 | $5,419-37.3% | $6,710-49.3% | $3,608-5.8% |
| Admin fee / account holder | $936 | $5,957-84.3% | $10,264-90.9% | $5,124-81.7% |