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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 | $21,163 | $93,589-77.4% | $135,942-84.4% | $75,181-71.9% |
| Participation rate | 92.7% | 75.2%+17.5pp | 81.9%+10.8pp | 67.2%+25.5pp |
| Annual return | 24.70% | 30.90%-6.2pp | 68.28%-43.6pp | 160.69%-136.0pp |
| Employer contribution / active EE | $1,885 | $3,537-46.7% | $4,858-61.2% | $2,671-29.4% |
| Participant deferral / active EE | $6,738 | $6,405+5.2% | $7,759-13.2% | $4,126+63.3% |
| Admin fee / account holder | $1,147 | $6,977-83.6% | $10,764-89.3% | $5,650-79.7% |